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Barrister Bulletins

Barrister Bulletin – Elections and Markets

October 22, 2020

politics

Barrister Quarterly

Barrister Quarterly 3Q20

October 1, 2020

3

Barrister Quarterly

Barrister Quarterly 2Q20

July 1, 2020

5

In The News

A financial planner explains how to choose the right life insurance policy

May 2, 2020

6

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

7

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

2

Barrister Quarterly

Barrister Quarterly 1Q20

April 1, 2020

8

In The News

Read the letter a wealth manager sent to clients as the market tanked: ‘This too shall bottom’

March 20, 2020

9

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

1

Barrister Quarterly

Barrister Quarterly 4Q19

January 1, 2020

10

In The News

Schwab-TD deal could create ‘repapering nightmare’ for thousands of RIAs

November 22, 2019

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Firm News

Barrister Expands With New Office, Adds Paul Savini

November 12, 2019

12

In The News

Won the lottery? How to turn your lucky winnings into an even bigger jackpot

April 23, 2019

11

In The News

Investing games and Star Wars: How to engage HNW kids

April 17, 2019

14

In The News

Starting a new job? How to take charge of your 401(k)

April 12, 2019

15

In The News

Should you take your Powerball ticket jackpot as a lump sum or annual payments?

March 21, 2019

13

In The News

Financial Planners Teaching Clients There’s More to Money Than Stock Returns

March 6, 2019

16

In The News

Nearly Half of Older Americans Don’t Have Wills or Estate Plans

February 7, 2019

17

In The News

Structured Notes: Can New ETFs Make Them Actually Work for Investors?

November 30, 2018

18

In The News

How to Prevent Debt From Destroying Your Retirement

July 16, 2018

19

In The News

Don’t be afraid of A.I. managing your money

June 30, 2018

21

In The News

Why Retirees Should Stick With Stocks

June 25, 2018

20

In The News

Clients say the darndest things

June 5, 2018

22

In The News

Yes, save twice your salary by the time you’re 35—and 7 other things you should do

May 28, 2018

23

In The News

Local Britons celebrate, stock advisers urge calm after Brexit

June 25, 2016

24

In The News

If rates rise, bond values could slip

June 1, 2015