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TAX BENEFITS OF HOME OWNERSHIP

In tax lingo, your principal residence is the place where you legally reside. It’s typically the place where you spend most of your time, but several other factors are also relevant in determining your principal residence. Many of the tax benefits associated with home ownership apply mainly...

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Barnes Quarterly – Episode 19

Episode 19 of the Barnes Quarterly podcast is available for listening! Welcome to Episode 19 of the Barnes Quarterly Podcast, your essential guide to navigating the financial markets with Barnes Capital Group. In this episode, we’re diving into a comprehensive review of the first...

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TEACHING YOUR CHILD ABOUT MONEY

Ask your five-year old where money comes from, and the answer you’ll probably get is “From a machine!” Even though children don’t always understand where money really comes from, they realize at a young age that they can use it to buy the things they want. So as soon as your...

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BUYING A HOME

There’s no doubt about it–owning a home is an exciting prospect. After all, you’ve always dreamed of having a place that you could truly call your own. But buying a home can be stressful, especially when you’re buying one for the first time. Fortunately, knowing what to expect...

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Barnes Quarterly – Episode 18

Episode 18 of the Barnes Quarterly podcast is available for listening! Welcome to Episode 18 of the Barnes Quarterly Podcast, your go-to source for insights into the financial world, courtesy of Barnes Capital Group. As we wrap up 2023 and peek into 2024, this episode offers a thoughtful...

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ESTABLISHING A BUDGET

Do you ever wonder where your money goes each month? Does it seem like you’re never able to get ahead? If so, you may want to establish a budget to help you keep track of how you spend your money and help you reach your financial goals.

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UNDERSTANDING YOUR CREDIT REPORT

Your credit report contains information about your past and present credit transactions. It’s used primarily by potential lenders to evaluate your creditworthiness. So if you’re about to apply for credit, especially for something significant like a mortgage, you’ll want to get and...

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MUTUAL FUND BASICS

A mutual fund pools the money of many investors to purchase securities. The fund’s manager buys securities to pursue a stated investment strategy. By investing in the fund, you’ll own a piece of the total portfolio of securities, which could be anywhere from a few dozen to hundreds of...

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SIX KEYS TO MORE SUCCESSFUL INVESTING

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.

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