Barko Financial

As we celebrate St. Patrick's Day on March 17, it’s the perfect time to talk about luck — especially when it comes to investing. Relying on "luck" in the stock market may seem tempting, but it’s highly risky and rarely successful. Swipe through to learn more. If you're looking to make informed investment decisions, reach out to our team for guidance. We are here to help!

February brought warm inflation readings and continuing tariff discussions, contributing to economic uncertainty and market volatility. Swipe through for more insights, and reach out to our team with any questions or needs. We are always here as a resource for you.

With new RMD rules taking effect in 2025, it’s important to stay informed and avoid potential penalties. Swipe for more information. And please know that our team is here to help review your situation and ensure you're on track. Reach out anytime.

Are you expecting a ring this Valentine’s Day? We’re here to offer a few budgeting tips for those planning a wedding. Swipe for more ?? A good marriage begins with healthy communication, including finances. From ring to retirement, we’re here to help you build a strong financial foundation. Reach out to our team for personalized advice!

The first month of 2025 was nothing short of eventful! Markets navigated a mix of political shifts, earnings reports, and economic data, all while investors kept a close eye on inflation and interest rates. Swipe through for more insights. And as always, reach out to our team with any questions or needs. We are always here as a resource for you.

Happy Groundhog Day! While we wait to see if Punxsutawney Phil spots his shadow, here are a few predictions we’re confident about: ?? ?? You’ll read this post (you’re already on track!). ?? ?? You’ll wonder why we trust a groundhog with the weather. ?? ??♂? You’ll realize we’re a much better go-to for your financial planning and wealth management needs than Phil is for forecasting. Whether it’s an early spring or six more weeks of winter, we’ll here for it! ????

January is Financial Wellness Month, a perfect time to start the year strong with a financial checkup. Reviewing your financial health can set you up for a smoother, more secure year ahead. Swipe through to learn how to get started with these five essential steps. Have questions or want a deeper dive? Contact our team to help guide you

Happy New Year! As we reflect on the gains from 2024, there's much to anticipate for 2025 in the U.S. financial markets. The question for many is whether earnings growth will persist and how interest rates might shape the year ahead. Swipe through for more insights. And as always, reach out to our team with any questions or needs. We are always here as a resource for you.

Each year, the Internal Revenue Service adjusts tax brackets, credits, and standard deductions in response to inflation. Today, we’re sharing a comprehensive overview of the key changes coming in 2025. Swipe for more information, and feel free to save this guide for future reference. As always, reach out to our team with any questions or needs. We’re here to help.

December closed out the year with a mix of market movements and economic shifts. Highlights included a record high for the Nasdaq 100 and key developments shaping expectations for the year ahead. Swipe through to learn more. And as always, reach out to our team with any questions or needs. We are always here as a resource for you.