Barnhart Wealth Management
Retirement planning & investment management for nice people. Disclosures Link in Bio.
๐ Midyear Market Review & 2024 Outlook: Essential Insights! ๐
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. ๐โจ
Watch the video now and stay ahead in your financial journey! ๐ฅ
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.
๐ 2024 Q1 Review & Market Outlook ๐
Welcome to our insightful dive into the Q1 performance and what's ahead for the rest of 2024! ๐
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.
๐ This February, we're shining a spotlight on a vital financial sign: Liquid Term (Lt) - our focus of the month.
๐ It's more than just a metric; it's your financial peace of mind.
If you're a client, you should be receiving your score & benchmarking across our client base via email!
Dive into our latest blog to understand how mastering your Lt is your first step to financial wellness: www.barnhartwealth.com/blog/liquid-term
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? ๐ค๐ฐ Before you dive in, understand the tax implications and timing.
๐ 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. ๐๐ก #
๐ค 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. ๐ Don't blink and miss those game-changing moments! ๐ฐ
๐๐ Invest for the Long Haul ๐
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! ๐ช๐
๐ Bond Prices โ Interest Rates ๐
Remember this: Bond prices and interest rates dance in opposite directions! When rates rise, bond prices fall, and vice versa. ๐บ๐ฐ
๐ฐ Navigating Tax Complexity? ๐ค
Multiple income streams? Employee & contractor? ๐ The IRS's estimated tax tool is your lifeline. Avoid tax-time shocks and adjust if needed. It's all about smart tax strategies! ๐ก๐
๐ Bullish 2024: Optimism in the Air! ๐
Bulls bet on a sunny day with factors aligning: no slowdown, declining inflation, Fed behaving, and strong earnings. ๐๐ They see S&P 500 at 19X 2024 earnings for steady growth.
๐ Immaculate Disinflation: Dream scenarioโfalling inflation, thriving economy. Fed cuts rates, S&P 500 soars past 5,000! ๐
๐ Playing Tax Chess! โ๏ธ
Sell investments at a loss ๐ to offset gains ๐ and watch your tax bill shrink.
And don't miss tax-gain harvesting ๐ฑโa potential tax-free step-up in basis! ๐ก
๐ Yield Curve 101: Inversion Alert! ๐
Picture this: 2-year bond ๐ pays X%, but the 10-year = paying less? ๐ That's inverted, baby! ๐ Why? Bond market's crystal ball says rates will be lower then! ๐ฎ๐ฐ
๐ฐ Don't Stress Tax Time! ๐
If your finances are feeling a bit off, don't fret! ๐คจ Adjustments are your secret weapon. Fine-tune your tax strategy and dodge those April surprises. ๐ฏ๐
๐ Beware the Bearish Forecast ๐ป
Corporate earnings under scrutiny! ๐ 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! ๐๐ผ
๐ Year-End Financial Move ๐
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. ๐ฑ๐ฐ Pro tip: Watch for the Inflation Reduction Act changes! Consult your tax advisor for the smartest move. ๐ฉ๐ผ๐
๐ป Facing the Bearish Outlook for 2024 ๐
Hold onto your hats, folks! ๐ฉ The bears are growling, and it's time to understand their perspective. If 2023's fears come knocking, we're in for a rollercoaster. ๐ข
Let's break it down:
๐ 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.
๐ Invest in Their Future with a 529 Plan ๐
If you've got little ones or future scholars ๐, a 529 Plan is your golden ticket ๐ซ. It's like planting a money tree ๐ณ for their education! Tax-free growth, state tax write-offs (thanks, MESP 529 ๐), and a brighter future ahead. Don't waitโcontribute now! ๐ฐ๐
๐ Exploring Market Sentiment ๐๐ป
Are you bullish ๐ or bearish ๐ on 2024? Let's talk investment strategies, goals, and market insights. Stay tuned for more! ๐ฐ๐
๐ Boost Your ๐ฐ with Smart Saving๐ก
Is your 401(k) feeling a little left out? ๐
Time to give it some love! ๐ช Maximize those retirement plan contributions before the year ends to slash your taxable income. ๐ธ๐ฐ ๐ผ
Navigating the market in 2024 can feel like a rollercoaster ride ๐ข. Are you team Bullish ๐ or Bearish ๐ป? No matter your stance, remember that solid, long-term investment strategies weather all storms โ๏ธ๐ผ. Stay informed and adaptable! ๐
๐ฅ๐ผ Understanding your Burn Rate isnโt just savvyโitโs a must for anyone looking to secure their financial future! Dive into our latest post where we break down the ideal Burn Rate for different income levels, and how to strike the perfect balance for a prosperous tomorrow. Ready to turn financial stress into progress? Letโs decode those numbers!
www.barnhartwealth.com/blog/burn-rate
๐๐ธ
NEW BLOG POST!
๐ฐ Are you under the weight of debt?
Discover the concept of and its impact on your financial health ๐
https://www.barnhartwealth.com/blog/demystifying-debt-rate
Demystifying Debt Rate (Dr): The Ultimate Guide to Financial Freedom โ Barnhart Wealth Management Master your financial health by understanding your Debt Rate. Explore its role in your financial stability, factors influencing it, and strategies to manage it effectively.
2023Q2 - New quarter, new opportunities! ๐
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.
NEW BLOG POST!
https://www.barnhartwealth.com/blog/real-estate-term
Discover the importance of the Real Estate Term (Rt) Score, and learn how to calculate it, use it, and optimize your real estate investments for long-term success.
๐ Master Your Real Estate Game with the Rt Score! ๐กโจ
Real Estate Term (Rt) โ Barnhart Wealth Management Your financial health depends on understanding your Real Estate Term (Rt) Score. Dive into our comprehensive guide and pave the way to a prosperous future.
It's a "Debt Ceiling Deja Vu" kind of day.๐๐
Uncertainty hangs heavy as we inch closer to the debt limit. But remember, volatility is a part of the game. Stick to your guns and trust in your diversified, long-term investment strategy.
๐ก๐ผ Head over to my blog to read more. (3min read)
https://www.barnhartwealth.com/blog/debt-ceiling-deja-vu
๐ช
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Address
Royal Oak, MI
48073
3315 N Campbell Road
Royal Oak, MI
Building wealth together, one family at a time.
630 E Fourth Street
Royal Oak, 48067
Comprehensive financial guidance to navigate your life's journey.