Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Brokered CD's
Watch our Wealth Management team's Vice President, Peter Jacavone, highlight various traits of brokered CD's.
Read MoreSweet Land of Liberty
Watch our Wealth Management team's Vice President, Mark Rapoza, highlight one of the many facts of Americas' excellence. Have a wonderful 4th of July.
Read MoreTiming Social Security
Watch our Wealth Management team's Vice President, Peter Jacavone, discuss important considerations one must make when timing Social Security benefits.
Read MoreJustifying Optimism
Watch our Wealth Management team's Vice President, Mark Rapoza, explore how innovation and advancement tends to compound. We believe long term optimism triumphs over pessimism in the long run.
Read MoreSECURE Act 2.0
Watch our Wealth Management team's Senior Vice President, Peter Jacavone, review some of the highlights of The SECURE Act 2.0, which Congress passed at the end of 2022, and how it may impact you.
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Growing Older
Watch our Wealth Management team's Vice President, Mark Rapoza, discuss how our goals and aspirations change as we age. Growing Older - Barrett & Company YouTube Channel
Read MoreRoth IRA Conversions
Watch our Wealth Management team's Senior Vice President, Peter Jacavone, discuss what a Roth IRA Conversion is and outline the benefits and disadvantages of this technique.
Read MoreLearning from the Past
Watch our Wealth Management team's Vice President, Mark Rapoza, discuss the importance of learning from the past.
Read MoreExponential Change
Watch our Wealth Management team's Vice President, Mark Rapoza, discuss why exponentiality will lead us to a faster future.
Read MoreDog On A Leash
Watch our Wealth Management team's Senior Vice President, Peter Jacavone, discuss a fable on the importance of sticking to a plan and staying focused. Dog On A Leash - Barrett & Company YouTube Channel
Read MoreHorse Manure Crisis
Watch our Wealth Management team's Vice President, Mark Rapoza, talk about looking to historic lessons from our past to understand the current situations we deal with today. Horse Manure Crisis - Barrett & Company YouTube Channel
Read MoreCash Reserves
Watch our Wealth Management team's Senior Vice President, Peter Jacavone, explain the strategy of maintaining cash reserves. Cash Reserves - Barrett & Company YouTube Channel
Read MoreMissing The Best Days of The Market
Watch our Wealth Management team's Vice President, Mark Rapoza, talk about missing the best days of the market. Missing The Best Days of The Market
Read MoreTraditional vs Roth 401k
Watch our Wealth Management team's Senior Vice President, Peter Jacavone, explain the difference between a Traditional and Roth 401K. Traditional vs Roth 401k - Barrett & Company YouTube Channel
Read MoreMaximize Retirement
Watch our Wealth Management team's Senior Vice President, Peter Jacavone, talk about how you can maximize your retirement. Maximize Retirement - Barrett & Company YouTube Channel
Read MoreSounding Board for Value Added Services
Watch Mark Rapoza talk about the value added services we offer through total client engagement here at Barrett & Company. Sounding Board for Value Added Services - Barrett & Company YouTube Channel
Read MoreOur Process
Watch Mark Rapoza and Peter Jacavone speak on our process here at Barrett & Company. Our Process - YouTube
Read MoreFinancial Planning
Watch our Wealth Management team's Senior Vice President, Peter Jacavone, talk about financial planning during this crisis. Financial Planning
Read MoreHuman Behavior
Watch our Wealth Management team's Senior Vice President, Peter Jacavone, talk about human behavior during this crisis. Human Behavior
Read MoreSilver Linings'
Watch our Wealth Management team's Vice President, Mark Rapoza, talk about finding the Silver Linings' in your life during this crisis. Silver Linings'
Read MoreBarrett Client Exclusive WebEx
June 4, 2020: Exclusive First Trust Conference Call REPLAY with Featured Speaker and Economist, Andrew Opdyke Andrew discusses the latest data on the Coronavirus, sharing his insights on current events and discussing the potential...
Read MoreThe Secure Act
Watch our Wealth Management team's Senior Vice President, Peter Jacavone, review some of the highlights of The SECURE Act, which Congress passed at the end of 2019, and how it may impact you. Highlights of The SECURE Act & How It May...
Read MoreThe Future of Education
Watch our Wealth Management team's Vice President, Mark Rapoza, talk about the future of education. The Future of Education
Read MoreCoronavirus Update & Economic Outlook
April 22, 2020: First Trust Conference Call REPLAY with Featured Speaker and Chief Economist, Brian Wesbury Brian reviews the latest data on the Coronavirus, shares his insights on current events and discusses the potential impact on...
Read MorePost-Easter Economy: The Road To Recovery
April 15, 2020 First Trust Conference Call REPLAY with Featured Speaker and Chief Economist, Brian Wesbury Brian reviews the latest data on the Coronavirus, shares his insights on current events and discusses the potential impact on...
Read MoreWhen Markets React
When markets shift, experienced investors stick to their strategy. Click the link below to view. When Markets React
Read MoreWelcome to a New Decade
Watch our Wealth Management team's Vice President, Mark Rapoza, discuss the opportunities that lie ahead as we embrace a new decade. Welcome to a New Decade
Read MoreFive Questions with Mark Rapoza
Our Vice President of Wealth Management talks with Providence Business News about emerging themes in financial planning and portfolio management. Five Questions with Mark Rapoza
Read MoreRecent TV Interview
We want to share with you one of our advisors recent appearance on 'An Hour with Bob', a RI Broadcast TV show. In the program, Mark Rapoza discusses the role of a Financial Advisor, college and career planning, and the changing...
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