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2021.03.30 - Scale for Bulletin Rebalance

Barrister Bulletins

Barrister Bulletin – Tactical Changes and Rebalancing

March 30, 2021

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Barrister Brief

Barrister Brief – Small Cap Craziness

January 27, 2021

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In The News

Barrister Partner, Charles Weeks, discusses the Secure Act and how it impacts your employer’s retirement plan

January 20, 2021

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Barrister Quarterly

Barrister Quarterly 4Q20

January 11, 2021

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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

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In The News

Barrister Partner, Charles Weeks, discusses why he tells his clients to ignore the same tired advice about investing

December 30, 2020

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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

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Barrister Brief

Barrister Brief – The True Cost of Being Wrong When Market Timing

November 13, 2020

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In The News

Establishing a Positive Financial Legacy: The Importance Of Estate Planning

November 4, 2020

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Barrister Brief

Barrister Brief – Hybrid Long Term Care Policies

November 2, 2020

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Barrister Bulletins

Barrister Bulletin – Elections and Markets

October 22, 2020

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Barrister Quarterly

Barrister Quarterly 3Q20

October 1, 2020

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Barrister Quarterly

Barrister Quarterly 2Q20

July 1, 2020

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In The News

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

May 2, 2020

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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

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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

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Barrister Quarterly

Barrister Quarterly 1Q20

April 1, 2020

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In The News

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

March 20, 2020

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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

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Barrister Quarterly

Barrister Quarterly 4Q19

January 1, 2020

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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

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In The News

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

April 23, 2019

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In The News

Investing games and Star Wars: How to engage HNW kids

April 17, 2019

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In The News

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

April 12, 2019

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In The News

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

March 21, 2019

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In The News

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

March 6, 2019

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In The News

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

February 7, 2019

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In The News

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

November 30, 2018

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In The News

How to Prevent Debt From Destroying Your Retirement

July 16, 2018

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In The News

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

June 30, 2018

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In The News

Why Retirees Should Stick With Stocks

June 25, 2018

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In The News

Clients say the darndest things

June 5, 2018

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In The News

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

May 28, 2018

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In The News

Local Britons celebrate, stock advisers urge calm after Brexit

June 25, 2016

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In The News

If rates rise, bond values could slip

June 1, 2015