An investment planning discussion for divorce and widowhood with BNY Mellon Wealth Management Divorce or the passing of a spouse can be the most significant life-changing events one can face, along with the added financial challenges presented…
A post-pandemic investment planning conversation with Clearstead and Bernstein Global Wealth Management The COVID-19 pandemic has brought on new financial stressors that are still impacting our world today. In this episode, our Director Mike Pappas talks with…
Ideally, investment planning involves a long time horizon – 10, 20, or even 40 years – to reap the benefits of long-term gains in the stock market. When you’re saving for buying a house, paying college tuitions,…
Investment Planning for Major Life Changes Investment planning is a lifelong activity which, for most investors, is geared to lifetime major milestones and lifecycle events. Marriage, having children, buying a home, saving for college tuition, and retirement…
An investment planning discussion for college students and young professionals with Baird Listen as Barnes Wendling Director Mike Pappas and Director of Private Wealth Management with The BCJC Group of Baird, Jerry Jarzabek, CFP, CPWA, share their…
Focus on Goals and Time Horizon Jerry Jarzabek, CFP, CPWA, Director of Private Wealth Management with The BCJC Group of Baird, recently joined us on Barnes Wendling’s “Better Business With Barnes” podcast to discuss investment planning for…
A women-focused investment planning conversation with UBS Financial Services Join us as Barnes Wendling Director Janine Iacobelli chats with Senior Wealth Strategy Associate, Emily Minnich, CFP, and Senior Vice President of Wealth Management, Damion Crannis, CFP, of…
Create a GPS Guide to Your Financial Future On our Barnes Wendling’s “Better Business With Barnes” podcast, we recently talked about the increasing interest in information about net worth that women business owners and investors are expressing…
Many investors, especially more risk-averse ones, build up their portfolios with “income investments” — those that pay interest or dividends, with less emphasis on growth in value. But income investments aren’t all alike when it comes to…
A reliable tax-saving strategy for investors is to sell assets at a loss to offset gains that have been realized during the year. If you’ve cashed in big gains this year, consider looking for unrealized losses in…
Incentive stock options (ISOs) allow you to buy company stock in the future at a fixed price equal to or greater than the stock’s fair market value on the grant date. If the stock appreciates in value,…
Investment interest — interest on debt used to buy assets held for investment—is usually deductible for both regular tax and alternative minimum tax purposes, but certain rules apply that can make this itemized deduction less beneficial. Whether…
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