Barnett and Company

Barnett & Company

The Power of Compound Returns Over Time.

Welcome to Barnett & Company

For over 30 years, Barnett & Company has provided personalized investment counsel. Our firm specializes in Investment Management, Financial Planning, and we also offer Estate Planning consultations to our clients.

At Barnett & Company, we strive to exceed the expectations of all of our clients. We regard the management of our clients’ investment accounts as an ongoing process of consultation. We regularly meet with our clients to determine their goals and needs, which enhances the value of our relationship with them.

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Featured Articles

Personal Finance: Some good news about oil

By Chris Hopkins , Wednesday, November 14, 2018
Return to 1973: the Vietnam War ended, gasoline was 40 cents a gallon, and the United States was the world’s largest oil producer, pumping nearly 10 million... Read

Personal Finance: Know mutual fund tax traps

By Chris Hopkins , Wednesday, November 07, 2018
If you own mutual fund shares outside your IRA, be on high alert for the tax man. Funds generally announce their required distributions of realized capital... Read

Quarterly Review & Outlook - 3rd Quarter 2018

By Chris Hopkins , Tuesday, November 06, 2018
Rates are about to soar – or maybe not
Investors got a little spooked in early October as fears over rising interest rates became a bit overwrought and stocks... Read

Changing of the Guard: How Market Corrections Lead to New Favorites Going Forward

By Warren Barnett , Thursday, November 01, 2018
Regarding the overall market averages, October undid most of the progress for stocks for the calendar year. Regarding the stocks that have led the advance over... Read
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