May Barnhard Investments

MBI is thrilled to welcome Michael Townsend, Managing Director of Legislative and Regulatory Affairs at Charles Schwab, to our Quarterly Market Update as he unpacks the latest policy developments and their financial implications. Facilitated by MBI’s Greg Estes, CFA, this webinar will provide expert analysis on key policy issues from Capitol Hill and regulatory proposals that could affect businesses and individuals alike. Why Attend? ?? Timely Insights: Stay ahead of policy shifts that impact your financial future. ?? Political Financial Analysis: Hear directly from Michael Townsend, political analyst for Charles Schwab with 30-years of Washington experience. ?? Actionable Takeaways: Learn strategies to adapt and thrive in a changing market. Power your financial future with knowledge –?register today: https://lnkd.in/eH736w2J

Start the new year off with a bang! ?? Join MBI advisors, Greg Estes, CFA and Stephanie Anderson, CFA, CFP??, CDFA??, for a timely and informative webinar on first quarter market updates and financial planning insights. When: January 23rd @ 11:00 am EST Where: Hosted Online via Microsoft Teams Register Now: https://lnkd.in/e3FMNStV #marketupdate #financialplanning #newyear

October is Financial Planning Month and May Barnhard Investments wishes to remind friends of the firm that there is no better time than now to start planning the financial future you deserve. Sign up for a complimentary financial consultation and receive insights from our professional services team by sharing some basic financial information. https://ow.ly/RfFs50Tx83e #financialplanningmonth #octoberisfinancialplanningmonth #financialplanning

The old adage “Don’t put all your eggs in one basket” has applications in many aspects of life including in investing. In this article, MBI Senior Portfolio and Relationship Manager Gregory M. Estes shares the value of building a diversified portfolio for long-term wealth management. https://ow.ly/nYCV50Tx57G #retirementplanning #investments #retirementfinances #financialplanningmonth #octoberisfinancialplanningmonth

October is Financial Planning Month and May Barnhard Investments wishes to remind friends of the firm that there is no better time than now to start planning the financial future you deserve. Sign up for a complimentary financial consultation and receive insights from our professional services team by sharing some basic financial information. https://ow.ly/RfFs50Tx83e #financialplanningmonth #octoberisfinancialplanningmonth #financialplanning

In this second article of a series on formulating a tax-efficient charitable giving strategy, MBI Financial Planning and Wealth Management Manager Stephanie Anderson discusses how to determine the optimal structure for donations including options for direct gifts, donor advised funds, charitable giving annuities, and charitable remainder or charitable lead trusts. Read more here: https://ow.ly/ICfg50TyWG9 #charitablegiving #legacyplanning #financialplanning #financialplanningmonth #octoberisfinancialplanningmonth

The stock market and economy are often used interchangeably but they represent very different concepts. In this article, MBI Senior Portfolio and Relationship Manager Greg Estes, CFA explains how learning the difference can help you understand more about investing. https://lnkd.in/eeBXFEQS #stockmarket #investing #investmentadvisory #financialplanning #financialplanningmonth #octoberisfinancialplanning month

October is Financial Planning Month and May Barnhard Investments wishes to remind friends of the firm that there is no better time than now to start planning the financial future you deserve. Sign up for a complimentary financial consultation and receive insights from our professional services team by sharing some basic financial information. https://ow.ly/RfFs50Tx83e #financialplanningmonth #octoberisfinancialplanningmonth #financialplanning

Early career stage professionals can set themselves up for long-term financial success by focusing in a few key areas. In this first article of a two-part series, MBI Senior Financial Advisor Reema Patel discusses financial goal-setting, saving and investing. https://ow.ly/nP6150Tx8yJ #investing #saving #financialgoals #financialplanningmonth #octoberisfinancialplanningmonth #financialplanning

Financial planning during and after a divorce can be overwhelming. Having a clear picture of your income, expenses (including taxes), and assets post-divorce is crucial. As MBI Financial Planning Associate Anthi Bourazani explains, understanding your cash flow can play an important role in creating financial peace of mind for your life post-divorce. https://ow.ly/iQRJ50TxzS0 #divorcefinancialplanning #divorcefinances #financialplanningmonth #octoberisfinancialplanningmonth