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Barnes Quarterly – Episode 15

Episode 15 of the Barnes Quarterly podcast is available for listening! In this Q2 2023 Episode of Barnes Quarterly, Quarter 1 of 2023 was full of intriguing events and market happenings. We’ll take a moment to recap the first quarter of the year as we shape some outlooks on the rest...

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WHEN SHOULD YOU RETIRE?

More workers are postponing retirement. Will you? The pandemic sparked some interesting retirement trends. First there was an unexpected decline in the share of workers in the United States who were 55 and older, prompting a study called “The Great Retirement Boom” by economists with the Federal...

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UNDERSTANDING THE VALUE OF MENTORSHIPS

The experience often benefits both mentors and mentees—and their organizations The mentors in our lives haven’t always gone by that title, but we’ve all had one. Whether it’s been a friend, coach, teacher, sibling, parent, co-worker, or boss, we’ve benefited from the guidance and encouragement...

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HELP PREVENT SCAMS TARGETING OLDER ADULTS

Learn how to protect loved ones—and yourself—from fraud Face it. We’re all getting older. And, while age comes with wisdom, it can also come with vulnerability. The National Council on Aging (NCOA) reports that scams targeting older adults are increasing—and often leave no way for the victims...

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Barnes Quarterly – Episode 14

Episode 14 of the Barnes Quarterly podcast is available for listening! In this Q1 2023 Episode of Barnes Quarterly, we wanted to dedicate our time to discussing the markets and what we’ve been experiencing in the first weeks of the year. We’ll speak with our CIO, Chris Zaccarelli,...

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PLANNING YOUR FINANCIAL FUTURE

Want financial security in your future? Start planning now Do you have a financial plan that will help you send your kids to college, take the trips you’ve dreamed about, and enjoy your golden years? If not, you may want to start planning now. Creating a financial plan may help you avoid the...

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MAKING SENSE OF LIVING TRUSTS AND WILLS

What’s the best option for you when looking to transfer your estate to your heirs? AS YOU LOOK TO PROTECT YOUR ASSETS AND PASS THEM TO SUBSEQUENT GENERATIONS, ESTATE PLANNING TOOLS ARE ESSENTIAL. AND WHILE LIVING TRUSTS AND WILLS BOTH HELP ACCOMPLISH THE TASK, THERE ARE IMPORTANT DISTINCTIONS...

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Barnes Quarterly – Episode 13

Episode 13 of the Barnes Quarterly podcast is available for listening! We’re nearing the end of 2022, this will be our last Quarterly Podcast of the year. In this episode, we’ll discuss recent market conditions heading into year end with our CIO, Chris...

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