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 [...]

August 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, Shawn Peters, and Matthew Barrovecchio; Prepared on July 29th, 2024 The Bullet Points for August are: Soft Landing and Inflation Outlook: Recent [...]

July 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, Prepared on June 24th, 2024 The Bullet Points for July are: Significant divergences: a cause for concern. We're seeing a notable divergence [...]

June 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, Prepared on May 24th, 2024 The Bullet Points for June are: Artificial Intelligence. AI is being discussed almost everywhere, from social groups [...]

May 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, Prepared on April 29th, 2024 The Bullet Points for May are: Professional Fear-Mongering. The unprecedented level of companies "selling economic fear" across [...]

April 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, Prepared on March 26th, 2024 The Bullet Points for April are: Inflation and Interest Rates. Markets are again consumed with inflation, the [...]