Skip to main content
Over 50 Years of Combined Experience
1801 Hermitage Blvd, Suite 170
M - F 9:00 - 5:00

News

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...

Continue reading

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.

Continue reading

ASSET PROTECTION IN ESTATE PLANNING

You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers,...

Continue reading

TAXATION OF INVESTMENTS

It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed?

Continue reading

Barnes Quarterly – Episode 16

Episode 16 of the Barnes Quarterly podcast is available for listening! In this Q3 2023 Episode of Barnes Quarterly, let’s take a moment to talk market happenings, analysis and outlooks as we move into the second half of the year. We’ll speak with our CIO, Chris Zaccarelli,...

Continue reading

TRUST BASICS

Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose....

Continue reading

ESTIMATING YOUR RETIREMENT INCOME NEEDS

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs...

Continue reading

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...

Continue reading