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Financial Insights
- It Only Takes a Few Days
- Ghost Tapping Scams Are on the Rise: What You Need to Know
- Client Letter – October 2026
- 2026 Q3 Market Quarterly
- How to Generate Tax-Free Income
- New Federal Law Aims to Expand Housing Opportunities
- Mid-Year Standard Mileage Rate Increase is Rare
- Navigating Storm Damage Claims
- Protecting Your Child’s Identity in a Digital World
- Investing Capital Gains in a Qualified Opportunity Fund: Special Tax Benefits
- What Are 530A Trump Accounts?
- Tax Planning for Specific Types of Investments
- 2026 Q2 Market Quarterly
- Will Debt Consolidation Hurt or Help My Credit Rating?
- Client Letter – July 2026
- Municipal Bonds: A Tax-Friendly Way to Put Capital to Work
- Why All the Fuss About Cuba?
- Watch Out for Crypto Scams
- Tax Implications of a Spouse’s Death
- What is Value Investing?
- Could Alternative Investments Help Stabilize Your Portfolio When Traditional Assets Falter?
- Travel in 2026: What U.S. Travelers Need to Know
- Adjusting Financially After Divorce
- The Evolution of Retirement Savings
- Exploring Alternatives to Traditional Asset Classes
- 2026 Q1 Market Quarterly
- AI Is Helping Modernize the IRS
- Medicare and Medicaid
- The History of Conflict with Iran
- New Auto Loan Interest Deduction Explained
- Where Inflation Has Hit the Hardest, 2000-2025
- ABLE Accounts Are Now Available to Millions More with Disabilities
- Key Retirement and Tax Numbers for 2026
- A Roadmap for Your Family
- Q&A on RMDs
- Don’t Take the Bait: Top Tax Scams in 2025
- Handling Market Volatility
- Family Limited Partnership (FLP) or Limited Liability Company (FLLC)
- Charitable Giving
- Holiday Tipping Etiquette: ‘Tis the Season to Show Your Appreciation
- Key Estate Planning Documents You Need
- Finish the Year Strong by Considering These Tax Moves
- Employer Open Enrollment: Make Benefit Choices That Work for You
- 3 Ways to Play Defense in Your Stock Portfolio
- Q3 2025 Market Quarterly
- Prepare for the High Cost of Dying
- FAFSA for the 2026-2027 School Year Opens on October 1
- Choosing a Credit Card
- New Senior Deduction Explained
- OBBBA and the Small Business Owner
- Navigating Financial Conversations with Aging Parents
- Avoiding Probate with a TOD Deed and TOD Account
- It’s Time to Address Funding Concerns of Social Security and Medicare
- Can I Refinance Student Loans?
- Help! We’re Late Saving for College
- Q2 2025 Market Quarterly
- Is There a Place for Cryptocurrency In Your Portfolio?
- Active versus Passive Portfolio Management
- Working During Retirement
- Downgraded U.S. Government Debt
- The Power of Dividends in a Portfolio
- Market Volatility Coping Strategies
- Health Savings Accounts: Are They Just What the Doctor Ordered?
- Why I Don’t Want to Buy Life Insurance
- The Basics of 401(k) Plans
- Q1-2025 Market Quarterly
- Client Letter – April 2025
- Working With a Financial Advisor
- Organizing Your Finances When Your Spouse Has Died
- When Your Child Has Special Needs
- Understanding Defined Benefit Plans
- Is Long-term Care Insurance Worth the Cost?
- Taking Advantage of Employer-Sponsored Retirement Plans
- Understanding Financial Risk
- Medicaid Planning Basics
- Wills: The Cornerstone of Your Estate Plan
- Financial Aid Eligibility and 529 Plans
- Understanding Financial Aid – The ABCs
- Client Letter – January 2025
- Q4-2024 Market Quarterly
- Tax Planning for the Self-Employed
- Dealing with Divorce
- 2024 Election Results and What We Think May Transpire
- How to Bypass Probate
- Understanding Probate
- Fundamental Concepts for New Investors
- Evaluating an Early Retirement Offer
- Should You Buy Long-Term Care Insurance?
- Selling a Home
- Client Letter – October 2024
- Fall 2024 Market Quarterly
- Exceptions to the 10% Early-Withdrawal Penalty
- Retirement Planning Basics
- What is Umbrella Liability Insurance?
- U.S. Unemployment
- Understanding Individual 401(k) Plans
- Buying a Home
- Rolling Over Funds from an Employer Retirement Savings Plan
- Market Gyrations
- Choosing a Beneficiary for Your IRA or 401(k)
- Establishing a Budget
- Political Turbulence
- Social Security Retirement Benefits
- Estate Planning: An Introduction
- Summer 2024 Market Quarterly
- 529 Plans vs. Other College Savings Options
- U.S. Economy
- U.S. Economy – Debt and Deficits
- Saving for Retirement and a Child’s Education at the Same Time
- Social Security Benefits
- Getting Started: Establishing a Financial Safety Net
- Life Insurance at Various Life Stages
- Asset Protection in Estate Planning
- Taxation of Investments
- Inflation is Sticky
- 529 Plan Rules for Contributions and Withdrawals
- What Medicare Covers
- Client Letter – April 2024
- Six Keys to More Successful Investing
- U.S. Technology Growth & The Future of AI
- Spring 2024 Market Quarterly
- Estimating Retirement Income Needs
- Trust Basics – What is a Trust?
- Navigating the Waves of Election Year Markets
- Understanding IRAs
- Client Letter – January 2024
- Tax Planning for Income
- Winter 2023 Market Quarterly
- Are the Markets now Unstuck?
- Markets Are Stuck…Why
- Client Letter – October 2023
- Fall 2023 Market Quarterly
- Client Letter – July 2023
- Summer 2023 Market Quarterly
- Client Letter – April 2023
- Spring 2023 Market Quarterly
- 2022…The Bear Market
- Barron Financial Group Welcome John Seagrave as Newest Partner
- Client Letter 2022 Q3
- Fall 2022 Market Quarterly
- Recession…or Not?
- Summer 2022 Market Quarterly
- Client Letter 2022 Q2
- Recession Follow-Up
- Recession Concerns
- Market Volatility – A Perspective
- Client Letter 2022 Q1
- Spring 2022 Market Quarterly
- Rising Gas Prices Around the World
- Russia/Ukraine Tensions
- Inflation
- Infrastructure in 2021
- Client Letter 2021 Q4
- Client Letter 2021 Q3
- Client Letter 2021 Q2
- Fall 2021 Market Quarterly
- Summer 2021 Market Quarterly
- Client Letter 2021 Q1
- Client Letter 2020 Q4
- Spring 2021 Market Quarterly
- Winter 2020 Market Quarterly
- U.S. Election 2020
- Client Letter 2020 Q3
- Fall 2020 Market Quarterly
- Client Letter 2020 Q1
- COVID-19 April Market Update
- Spring 2020 Market Quarterly
- COVID-19 Crisis Market Update
- Significant Volatility in the Markets Due to COVID-19
- The COVID-19 Impact
- Market Declines due to Coronavirus Disease 2019
- Winter 2020 Market Quarterly
- Client Letter 2020 Q1
- Client Letter 2019 Q4
- Client Letter 2019 Q3
- Client Letter 2019 Q2
- Fall 2019 Market Quarterly
- Summer 2019 Market Quarterly
- Spring 2019 Market Quarterly
- Winter 2018 Market Quarterly
- Client Letter 2019 Q1
- Client Letter 2018 October 30
- Fall 2018 Market Quarterly
- Client Letter 2018 Q4
- Summer 2018 Market Quarterly
- Client Letter 2018 Q3
- Spring 2018 Market Quarterly
- Client Letter 2018 Q2
- Special Edition – Thoughts on Recent Market Fluctuations
- Winter 2017 Market Quarterly
- Client Letter 2018 Q1
- Fall 2017 Market Quarterly
- U.S. Healthcare
- Summer 2017 Market Quarterly
- Spring 2017 Market Quarterly
- Winter 2016 Market Quarterly
- Fall 2016 Market Quarterly
- Summer 2016 Market Quarterly
- Spring 2016 Market Quarterly
- Inflation or Deflation?
- A World of Good
- Rethinking Military Spending