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Barnett and Company

Wealth Management · Asset Management · Financial Planning · Estate PLANNING

Since 1983, Barnett & Company has provided personalized investment counsel. Our firm specializes in Wealth and Asset Management, Financial Planning, and Estate Planning consultations.

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.

Latest Articles

Back to Basics: Investing 101

By now, many of the New Year’s resolutions have fallen by the wayside (or waistline) already. But a new year is an excellent time to get started with a basic investment plan if you have been on the sidelines. Here are some tips.

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NORAD Keeps Watch For Santa Claus

Santa Claus is coming to town. We know this because the North American Aerospace Defense Command (NORAD) has once again commenced tracking the progress of the jolly old elf as he makes his appointed rounds on Christmas Eve.

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Tesla Set To Deliver A Shock To The S&P 500

Electric vehicle maker Tesla, Inc. has been on a tear, with its stock price rising nearly six-fold so far this year. The upstart is about to finish out the year in grand style with its induction into the venerable S&P 500 index. The move is slated for December 21 and promises to set off a frenzy of trading as the date approaches.

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Covid Tax Breaks Ending Soon

Most of us will gladly say adieu to 2020. But for retirement account holders, there are a few days left before we turn the page in which to take advantage of certain one-time tax breaks in the Covid relief legislation passed last March.

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