We get it – you’re busy. For many of you in our area, you’ve put in your forty hours by Wednesday afternoon. Balancing career, family, health and self-care is a constant struggle, and every last detail seems critical.
Personal finance takes energy, expertise, perspective, and most of all time – and you have little to spare. Our team works hard to put together a financial plan that reflects your values and reaches toward your goals – a plan that frees up your time and energy for what matters most.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Barrington Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
You care about much more than making and keeping money. Financial confidence and legacy are important, but you’re ready to reach beyond yourself. Helping others, fulfilling your calling and making a lasting impact on the world are all part of enriching your world. Our mission is to help you reach your financial goals for yourself, your family and the world around you.
We’d love to help you get started with your corner of the world.
The lack of progress on a federal stimulus bill weighed on markets last week while economic and earnings data provided investors some good news. Initial unemployment claims finally dipped below 800,000. The improvement and adjustments to previous weeks’ estimates suggest the labor market is continuing to recover. Corporate earnings also provided a positive surprise. While many companies are still to report, initial results show 84% of S&P 500 companies are beating estimates.
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Join Scott Kubie and Sonu Varghese, Senior Investment Strategists at Carson Group, for our Q4 Quarterly Market Outlook webinar. Click Here to Watch the Webinar
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Every election season, political emotions run high. Candidates tell us that this is the most important election in our lifetimes. Advertisements vilifying the opposing candidate seem to never end. Political chatter on social media picks up. Through it all, it can be hard to keep our emotions under control.
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In the late 1920s, an enterprising Bostonian started selling subdivisions in the sunny ‘burbs of Florida. Promising orange trees in the backyard and rolling waves out the front door, he sold plots – sometimes 23 an acre! – near bustling towns like Nettie. Unfortunately, the entrepreneur’s name was Charles Ponzi, and Nettie, like his other locales, was a work of lucrative fiction.
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Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
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There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
Read MoreHeath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.Read more
Retail sales rebounded as U.S. consumers continued to put salaries and money left over from the CARES Act into the economy. Retail and food service sales surged 1.9%, more than doubling expectations of 0.8%. The gains raised overall retail sales 5.4% above year-ago levels as consumers make up for consumption lost during the early days of social distancing (Figure 1).Read more
