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: 1. Tax Document Reminder: Schwab should [...]
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 22nd, 2025 The Bullet Points for January are: 1. 2025 Tax Documents: As done [...]
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 25th, 2025 The Bullet Points for December are: Year-End Tax Planning and Deadlines:: Year-end [...]
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 22nd, 2025 The Bullet Points for November are: New Client Portal: Starting this month, [...]
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 23rd, 2025 The Bullet Points for October are: RMD Season is Here: If you [...]
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 26th, 2025 The Bullet Points for September are: Ready for Year-End Tax Planning: Why [...]
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 July 26th, 2025 The Bullet Points for August are: Schwab Notice for Bank Accounts: Schwab [...]
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 June 24th, 2025 The Bullet Points for July are: Giving to God's Kingdom: As we [...]
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 May 23rd, 2025 The Bullet Points for June are: Stay the Course: Investors who abandoned [...]
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 April 25th, 2025 The Bullet Points for May are: Buying & Selling: An old quote [...]
