Barnhart Wealth Management

🚀 Midyear Market Review & 2024 Outlook: Essential Insights! 📊

Curious about how the market has performed so far and what to expect for the rest of the year? Our latest video breaks down key trends and provides expert analysis. Dive into stock performance, interest rate impacts, and emerging market trends to make informed financial decisions. 📈✨

Watch the video now and stay ahead in your financial journey! 🎥



Barnhart Wealth Management (DBA On Point CRNA) is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, we may edit or delete personally identifiable information, scam/fraud messages, and misinformation.

🌟 2024 Q1 Review & Market Outlook 🌟

Welcome to our insightful dive into the Q1 performance and what's ahead for the rest of 2024! 📊

Join us as we dive into Q1 performance and what's next for 2024 in the stock market. Discover why US equities are leading the charge, how tech giants are reshaping expectations, and our ideas for staying ahead.

Barnhart Wealth Management (DBA On Point CRNA) is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, we may edit or delete personally identifiable information, scam/fraud messages, and misinformation.

Emotions & news headlines in investing: peaks of elation, valleys of fear. Stay steady, diversify, and win the battle.

Barnhart Wealth Management (DBA On Point CRNA) is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, we may edit or delete personally identifiable information, scam/fraud messages, and misinformation.

Markets in a Minute - Emotions can mislead when it comes to investing. Don't let media headlines dictate your decisions.

Save time and stay organized with this payment trick! Tweak your estimated quarterly payments by a buck for easy tracking.

Considering a Roth conversion? 🤔💰 Before you dive in, understand the tax implications and timing.

🌊 Riding the 2023 Market Rollercoaster: Unveiled 3 crucial lessons to empower your 2024 investments! Dive into our latest video for insights on adaptability, opportunity, and tech's growing impact. 📈💡 #

🤔 Something to think about this tax season. Big tax refunds are all they're cracked up to be! If you are getting a big refund this year, consider making some changes in '24!

Missing out on stock market's best days can cost you BIG. 📈 Don't blink and miss those game-changing moments! 💰

📈📉 Invest for the Long Haul 🏁

Financial wisdom: Resilience, adaptability, and patience are the keys. Market's a marathon, not a sprint. Stay invested, ride out volatility, and let compound interest work its magic! 💪📊

📈 Bond Prices ↔ Interest Rates 📉

Remember this: Bond prices and interest rates dance in opposite directions! When rates rise, bond prices fall, and vice versa. 🕺💰

💰 Navigating Tax Complexity? 🤔

Multiple income streams? Employee & contractor? 📊 The IRS's estimated tax tool is your lifeline. Avoid tax-time shocks and adjust if needed. It's all about smart tax strategies! 💡📆

🐃 Bullish 2024: Optimism in the Air! 📈

Bulls bet on a sunny day with factors aligning: no slowdown, declining inflation, Fed behaving, and strong earnings. 🌞📊 They see S&P 500 at 19X 2024 earnings for steady growth.

🌟 Immaculate Disinflation: Dream scenario—falling inflation, thriving economy. Fed cuts rates, S&P 500 soars past 5,000! 🚀

🏁 Playing Tax Chess! ♟️

Sell investments at a loss 📉 to offset gains 📈 and watch your tax bill shrink.

And don't miss tax-gain harvesting 🌱—a potential tax-free step-up in basis! 💡

📈 Yield Curve 101: Inversion Alert! 📉

Picture this: 2-year bond 📈 pays X%, but the 10-year = paying less? 📉 That's inverted, baby! 🔄 Why? Bond market's crystal ball says rates will be lower then! 🔮💰

💰 Don't Stress Tax Time! 📆

If your finances are feeling a bit off, don't fret! 🤨 Adjustments are your secret weapon. Fine-tune your tax strategy and dodge those April surprises. 🎯📝

📉 Beware the Bearish Forecast 🐻

Corporate earnings under scrutiny! 📊 As the economy slows, cost-cutting options dwindle, and layoffs loom. Brace for a potential return to lower S&P 500 levels, as recent optimism hinges on a dovish Fed. Keep an eye on rate expectations! 👀💼

🌟 Year-End Financial Move 📊

December reflections got you pondering? Consider a Roth Conversion! Lower income now means less tax, and your Roth grows tax-free for a fruitful retirement. 🌱💰 Pro tip: Watch for the Inflation Reduction Act changes! Consult your tax advisor for the smartest move. 👩💼📈

🐻 Facing the Bearish Outlook for 2024 📉

Hold onto your hats, folks! 🎩 The bears are growling, and it's time to understand their perspective. If 2023's fears come knocking, we're in for a rollercoaster. 🎢

Let's break it down:
📉 Economic Contraction: Bears are calling for a slowdown, maybe even a full-blown contraction. The Fed's rate hike frenzy could play a starring role.

🎓 Invest in Their Future with a 529 Plan 🌟

If you've got little ones or future scholars 📚, a 529 Plan is your golden ticket 🎫. It's like planting a money tree 🌳 for their education! Tax-free growth, state tax write-offs (thanks, MESP 529 🙌), and a brighter future ahead. Don't wait—contribute now! 💰🚀

📈 Exploring Market Sentiment 🐃🐻
Are you bullish 📈 or bearish 📉 on 2024? Let's talk investment strategies, goals, and market insights. Stay tuned for more! 💰🔍

🚀 Boost Your 💰 with Smart Saving💡
Is your 401(k) feeling a little left out? 😅 Time to give it some love! 💪 Maximize those retirement plan contributions before the year ends to slash your taxable income. 💸💰 💼

Navigating the market in 2024 can feel like a rollercoaster ride 🎢. Are you team Bullish 🐂 or Bearish 🐻? No matter your stance, remember that solid, long-term investment strategies weather all storms ⚖️💼. Stay informed and adaptable! 🌟

2023Q2 - New quarter, new opportunities! 🚀

Join us for an exciting Q2 market review and a forward-looking investment outlook. We'll dive into robust tech earnings, calm VIX levels, and the major themes to guide the rest of the year. Plus, a personal update and info on the upcoming TD Ameritrade & Charles Schwab merger.