Barrister Partner, Charles Weeks, explains how borrowing from your 401(k) during the pandemic can help you get out of debt in a pinch
August 6, 2020
NEWS & VIEWS
Be the first to know
Barrister Quarterly 4Q22
January 10, 2023
BARRISTER FOUNDER, CHARLES WEEKS, DISCUSSES HOW MARKETS AND ASSET CLASSES PERFORMED IN 2022 AND WHY IT WAS ONE OF THE WORST…
Barrister Bulletin
Barrister Bulletin – Year-End Financial Planning
December 6, 2022
Barrister Bulletin
Barrister Bulletin – Are we out of the woods yet?
November 16, 2022
Barrister Quarterly
Barrister Quarterly 3Q22
October 5, 2022
In The News
Barrister Founder, Charles Weeks, comments on the recent Fed interest rate hike
July 28, 2022
Barrister Quarterly
Barrister Quarterly 2Q22
July 17, 2022
In The News
Barrister Partner, Charles Weeks, discusses how he aligned his personal portfolio amid high inflation
May 12, 2022
In The News
Barrister Partner, Charles Weeks, discusses tax tips for your twenties
April 19, 2022
Barrister Quarterly
Barrister Quarterly 1Q22
April 11, 2022
Barrister Bulletin
Barrister Bulletin – War, Volatility and Markets
March 10, 2022
In The News
Barrister Partner, Charles Weeks, reminds investors don’t make rash decisions amid volatile market
February 25, 2022
Barrister Quarterly
Barrister Quarterly 4Q21
January 8, 2022
In The News
Barrister Partner, Charles Weeks, discusses common missteps before meeting with a Financial Planner
October 31, 2021
Barrister Quarterly
Barrister Quarterly 3Q21
October 7, 2021
In The News
Barrister Partner, Charles Weeks, discusses questions not to ask your financial planner
August 6, 2021
Barrister Brief
Barrister Brief – Investing in Real Estate
July 27, 2021
Firm News
Barrister Expands With New Hire, adds Branndon Nesspor
July 13, 2021
Barrister Quarterly
Barrister Quarterly 2Q21
July 2, 2021
Barrister Brief
Barrister Brief – Risk Management
May 7, 2021
Barrister Brief
Barrister Brief – Introduction to a Financial Plan
April 9, 2021
Barrister Quarterly
Barrister Quarterly 1Q21
April 2, 2021
Barrister Bulletin
Barrister Bulletin – Tactical Changes and Rebalancing
March 30, 2021
Barrister Brief
Barrister Brief – Small Cap Craziness
January 27, 2021
In The News
Barrister Partner, Charles Weeks, discusses the Secure Act and how it impacts your employer’s retirement plan
January 20, 2021
Barrister Quarterly
Barrister Quarterly 4Q20
January 11, 2021
In The News
Barrister Partner, Charles Weeks, sees clients rush to pay off debt before retirement — but it can be a big mistake
December 31, 2020
In The News
Barrister Partner, Charles Weeks, discusses why he tells his clients to ignore the same tired advice about investing
December 30, 2020
In The News
Barrister Partner, Charles Weeks, says his clients always get the same thing wrong about retirement planning, and it can end up costing a fortune
December 8, 2020
Barrister Brief
Barrister Brief – The True Cost of Being Wrong When Market Timing
November 13, 2020
In The News
Establishing a Positive Financial Legacy: The Importance Of Estate Planning
November 4, 2020
Barrister Brief
Barrister Brief – Hybrid Long Term Care Policies
November 2, 2020
Barrister Bulletin
Barrister Bulletin – Elections and Markets
October 22, 2020
Barrister Quarterly
Barrister Quarterly 3Q20
October 1, 2020
Barrister Quarterly
Barrister Quarterly 2Q20
July 1, 2020
In The News
A financial planner explains how to choose the right life insurance policy
May 2, 2020
In The News
As a financial planner, there’s something I wish people understood about their investments right now: You won’t lose everything
April 10, 2020
In The News
A financial planner is clear on the smartest thing you could have done with your investments by now: left them alone
April 2, 2020
Barrister Quarterly
Barrister Quarterly 1Q20
April 1, 2020
In The News
Read the letter a wealth manager sent to clients as the market tanked: ‘This too shall bottom’
March 20, 2020
In The News
After years as a financial planner, I know my first question sparks fear, dread, and confusion — and that’s on purpose
January 29, 2020
Barrister Quarterly
Barrister Quarterly 4Q19
January 1, 2020
In The News
Schwab-TD deal could create ‘repapering nightmare’ for thousands of RIAs
November 22, 2019
Firm News
Barrister Expands With New Office, Adds Paul Savini
November 12, 2019
In The News
Won the lottery? How to turn your lucky winnings into an even bigger jackpot
April 23, 2019
In The News
Investing games and Star Wars: How to engage HNW kids
April 17, 2019
In The News
Starting a new job? How to take charge of your 401(k)
April 12, 2019
In The News
Should you take your Powerball ticket jackpot as a lump sum or annual payments?
March 21, 2019
In The News
Financial Planners Teaching Clients There’s More to Money Than Stock Returns
March 6, 2019
In The News
Nearly Half of Older Americans Don’t Have Wills or Estate Plans
February 7, 2019
In The News
Structured Notes: Can New ETFs Make Them Actually Work for Investors?
November 30, 2018
In The News
How to Prevent Debt From Destroying Your Retirement
July 16, 2018
In The News
Don’t be afraid of A.I. managing your money
June 30, 2018
In The News
Why Retirees Should Stick With Stocks
June 25, 2018
In The News
Clients say the darndest things
June 5, 2018
In The News
Yes, save twice your salary by the time you’re 35—and 7 other things you should do
May 28, 2018
In The News
Local Britons celebrate, stock advisers urge calm after Brexit
June 25, 2016
In The News
If rates rise, bond values could slip
June 1, 2015