First-hand examples of communications we send directly to clients sharing our pulse on the markets.
Client Letter – January 2024
Barron Financial Group Keeps Growing We are very excited to tell our clients about recent changes we have had here at Barron Financial Group. To start, we have recently hired a new advisor, about whom we are very excited. His name is James Fisher, and he goes by James, which makes dealing with another Jim
Client Letter – October 2023
Market Results The third quarter of 2023 was a bit of a disappointment from a market perspective. Both stocks and bonds were down, in a quarter that felt more like 2022 than 2023. The S&P 500 was down -3.27% for the quarter but remains up +13.07% YTD. International markets were down -4.71% but are up
Client Letter – July 2023
Market Results The second quarter of 2023 was another good one from a market perspective. A clear turnaround from what we saw during 2022. The S&P 500 was up a very strong +8.74% for the quarter and 16.89% YTD. International markets were up +1.87% for the quarter and 9.66% YTD. Emerging markets were down slightly
Client Letter – April 2023
Market Results The first quarter of 2023 was a pleasant one compared to what we’ve been dealing with for the past year. The S&P 500 was up +7.50% for the quarter and YTD. International markets were up +7.65% for the quarter and YTD. Emerging markets were up a bit less at +3.54% for the quarter
Barron Financial Group Welcome John Seagrave as Newest Partner
The team at Barron Financial Group, LLP is excited to announce the promotion of John Seagrave, CFP®, CRPC® to Partner, effective for the 2022 calendar year. This is very exciting news for our team and our clients as there is now a clearer path for the future of Barron Financial Group. John was hired by