March 2025 Financial Bullet Points

This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber, Matthew Barrovecchio, and Don VandeVanter; Prepared on February 21st, 2025 The Bullet Points for March are: Corporate Engagement for God: As many [...]
February 2025 – The Shift from Local Financial Advice

February 2025 – The Shift from Local Financial Advice

Written by Bob Barber 2 Corinthians 6:14 “Do not be mismatched with unbelievers; for what do righteousness and lawlessness share together, or what does light have in common with darkness?” For decades, a financial advisor was often chosen based on how close their office was, with little regard to experience, skills, specialization, or whether they [...]

February 2025 Financial Bullet Points

This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber, Matthew Barrovecchio, and Don VandeVanter; Prepared on January 21st, 2025 The Bullet Points for February are: President Trump’s First Days: In his [...]

January 2025 – The Importance of Written Goals for 2025

Written by Bob Barber Research has shown that around 60 percent of people make New Year's resolutions, but only about 8 percent successfully achieve them. A famous Harvard Business School study from years ago found that 83% of people do not have any clearly defined goals, and of the 17% that did, only 3% wrote [...]

January 2025 Financial Bullet Points

This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber, Matthew Barrovecchio, and Don VandeVanter; Prepared on December 19th, 2024 The Bullet Points for January are: Recession Avoided?: As we move into [...]

December 2024 – Teaching Children Good Money Habits

Written by Bob Barber During this holiday season, many parents and grandparents will focus on buying gifts, but the greatest financial gift we can give our children and grandchildren is teaching them how to manage money wisely. By starting early and being intentional, we can help them develop habits that will serve them throughout their [...]

December 2024 Financial Bullet Points

This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber, Matthew Barrovecchio, and Don VandeVanter; Prepared on November 20th, 2024 The Bullet Points for December are: Elections: Now that the elections are [...]

November 2024 Financial Bullet Points

This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber, Matthew Barrovecchio, and Don VandeVanter; Prepared on October 24th, 2024 The Bullet Points for November are: Year End Tax Strategies: Remember to [...]

October 2024 Financial Bullet Points

This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber, Matthew Barrovecchio, and Don VandeVanter; Prepared on September 26th, 2024 The Bullet Points for October are: Fed Lowers Interest Rates: As expected, [...]

September 2024 Financial Bullet Points

This monthly communication, "Financial Bullet Points," will quickly and easily cover the main financial issues we see affecting the markets without being bogged down with a lot of details. Written by Bob Barber, Matthew Barrovecchio, and Don VandeVanter; Prepared on August 23rd, 2024 The Bullet Points for September are: The Job Markets: The government recently [...]