Personal Finance

Barnett and Company
Personal Finance

A Primer On Capital Gains Taxes

The end of 2020 cannot come fast enough. However, despite our exuberance to turn the page on this horrible year, there are still tax planning steps that investors can take to keep as much in their pockets as possible come April 15.

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Barnett and Company
Personal Finance

Election Outcome Might Be The Best-Case Scenario

With the weaker than expected performance by Democrats in Congress and a decisive Electoral College margin for Biden, investors are now recalibrating expectations toward the odds of a moderate but sustained economic recovery and respectable market performance over the next few years.

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Barnett and Company
Personal Finance

Schwab, TD Ameritrade Meet at the Altar

In the financial services industry, consolidation is the name of the game. To wit: 2 of the biggest players catering to individual investors and independent advisors have finally consummated a marriage announced a year ago.

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Barnett and Company
Personal Finance

So Long Black Friday

The spectacle of 5 AM “doorbuster” sales and Thanksgiving night retail madness was already under assault from the rise of eCommerce.

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