Blog

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

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. 

Watch our Wealth Management team's Vice President, Mark Rapoza, discuss the importance of learning from the past. 

Watch our Wealth Management team's Senior Vice President, Peter Jacavone, explain what an IRA BDA is and how certain factors can play a role on their distribution methods. 

Watch our Wealth Management team's Vice President, Mark Rapoza, discuss why exponentiality will lead us to a faster future. 

Watch our Wealth Management team's Senior Vice President, Peter Jacavone, discuss some of the lessons he has learned over his career as a financial advisor. Lessons - Barrett & Company YouTube Channel

Watch our Wealth Management team's Vice President, Mark Rapoza, talk about staying focused during periods of uncertainty.

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

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

Watch our Wealth Management team's Senior Vice President, Peter Jacavone, explain the strategy of maintaining cash reserves. Cash Reserves - Barrett & Company YouTube Channel

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

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

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

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

Watch Mark Rapoza and Peter Jacavone speak on our process here at Barrett & Company. Our Process - YouTube

Watch our Wealth Management team's Senior Vice President, Peter Jacavone, talk about financial planning during this crisis. Financial Planning

Watch our Wealth Management team's Senior Vice President, Peter Jacavone, talk about human behavior during this crisis. Human Behavior

Watch our Wealth Management team's Vice President, Mark Rapoza, talk about finding the Silver Linings' in your life during this crisis. Silver Linings'

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...

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...

Watch our Wealth Management team's Vice President, Mark Rapoza, talk about the future of education. The Future of Education

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...

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...

When markets shift, experienced investors stick to their strategy. Click the link below to view. When Markets React

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

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

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...