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Year-end 2022 Fireworks

Barrister Bulletin

Barrister Bulletin – Year-End Financial Planning

December 6, 2022

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Barrister Bulletin

Barrister Bulletin – Are we out of the woods yet?

November 16, 2022

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Barrister Quarterly

Barrister Quarterly 3Q22

October 5, 2022

Fed Reserve Bank Bags

In The News

Barrister Founder, Charles Weeks, comments on the recent Fed interest rate hike

July 28, 2022

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Barrister Quarterly

Barrister Quarterly 2Q22

July 17, 2022

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In The News

Barrister Partner, Charles Weeks, discusses how he aligned his personal portfolio amid high inflation

May 12, 2022

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In The News

Barrister Partner, Charles Weeks, discusses tax tips for your twenties

April 19, 2022

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Barrister Quarterly

Barrister Quarterly 1Q22

April 11, 2022

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Barrister Bulletin

Barrister Bulletin – War, Volatility and Markets

March 10, 2022

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In The News

Barrister Partner, Charles Weeks, reminds investors don’t make rash decisions amid volatile market

February 25, 2022

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Barrister Quarterly

Barrister Quarterly 4Q21

January 8, 2022

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In The News

Barrister Partner, Charles Weeks, discusses common missteps before meeting with a Financial Planner

October 31, 2021

Burning Money

Barrister Quarterly

Barrister Quarterly 3Q21

October 7, 2021

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In The News

Barrister Partner, Charles Weeks, discusses questions not to ask your financial planner

August 6, 2021

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Barrister Brief

Barrister Brief – Investing in Real Estate

July 27, 2021

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Firm News

Barrister Expands With New Hire, adds Branndon Nesspor

July 13, 2021

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Barrister Quarterly

Barrister Quarterly 2Q21

July 2, 2021

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Barrister Brief

Barrister Brief – Risk Management

May 7, 2021

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Barrister Brief

Barrister Brief – Introduction to a Financial Plan

April 9, 2021

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Barrister Quarterly

Barrister Quarterly 1Q21

April 2, 2021

2021.03.30 - Scale for Bulletin Rebalance

Barrister Bulletin

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 Bulletin

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

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

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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

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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

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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

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

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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

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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