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LET OUR PASSION GUIDE YOUR FINANCIAL INDEPENDENCE
Passion and Integrity are the key ingredients when it comes to the mission of Barnett Wealth Advisors (BWA). That, combined with the knowledge and experience of the key team members of BWA, provides our clients with the necessary tools for Financial Independence.
As part of an independent firm, our professionals value a strategic and independent approach to proper financial services and wealth strategies. With today’s economical environment becoming more challenging, our collective knowledge base of research, risk management strategies, and industry experience provides our clients with the necessary foundation to help pursue their personal and business goals.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Second marriages are a trigger event to revisit any existing estate strategies.
Here are five facts about Social Security that are important to keep in mind.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
When markets shift, experienced investors stick to their strategy.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here’s a quick guide to checking to see if you have unclaimed money.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know these three personal finance sayings?