News

Click on the images below to access the links

 

 

Jay discusses Wall Street's worst losing streak in 100 years on KAET Channel 8's Arizona Horizon 

 

 

 


 

 

 

Jay's appearance on KAET Channel 8's Arizona Horizon program with Ted Simons

 

 

 


 

Jay is quoted in an article in CNBC Personal Finance February 17, 2022 "The cost of long-term care is rising amid staffing shortages.  How to cover these expenses" 

 


 

 

Jay is quoted in an article in CNBC Personal Finance January 6, 2022 "How rising interest rates may affect muni bond investors" 

 

Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply.  If sold prior to maturity, capital gains tax could apply. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.


 

Jay is quoted in an article in CNBC Smart Tax Planning January 5, 2022 "Should you max out your IRA early in 2022?  Here's what advisors say" 

 

 

Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.


 

 

529 Changes | Cronkite News

November 18, 2021

 

 

 

 


 

 

 

 

Jay's  appearance on KAET Channel 8's Arizona Horizon program with Ted Simons 

 

 



 

 

 

 

 

Click on the image to listen to Jay's latest interview with KAET Channel 8's Ted Simons.

 

 

 

Securities offered through LPL Financial, member FINRA/SIPC.  Investment advice offered through Stratos Wealth Partners, a registered investment advisor.  Stratos Wealth Partners and Barton Spector Wealth Strategies are separate entities from LPL Financial.  This information is not intended to be a substitute for specific individualized tax or legal advice.  We suggest that you discuss your specific situation with a qualified tax or legal advisor.    


 

 

 

Jay's conversation on January 28th with KAET Channel 8's Ted Simons regarding recent stock market activity

 

 

Securities offered through LPL Financial, member FINRA/SIPC.  Investment advice offered through Stratos Wealth Partners, a registered investment advisor.  Stratos Wealth Partners and Barton Spector Wealth Strategies are separate entities from LPL Financial.  This information is not intended to be a substitute for specific individualized tax or legal advice.  We suggest that you discuss your specific situation with a qualified tax or legal advisor.    

The companies presented here are for illustrative purposes only and are not to be viewed as a investment recommendation.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.


 

 

 

Jay's  appearance on KAET Channel 8's Arizona Horizon program with Ted Simons 

 

 

 

 

Securities offered through LPL Financial, member FINRA/SIPC.  Investment advice offered through Stratos Wealth Partners, a registered investment advisor.  Stratos Wealth Partners and Barton Spector Wealth Strategies are separate entities from LPL Financial.  This information is not intended to be a substitute for specific individualized tax or legal advice.  We suggest that you discuss your specific situation with a qualified tax or legal advisor.    


 

On Monday, March 16, 2020, Jay was interviewed by KAET's Channel 8 Ted Simons on his Arizona Horizon program to discuss the coronavirus' effects on the economy.   

 

 

 

Securities offered through LPL Financial, member FINRA/SIPC.  Investment advice offered through Stratos Wealth Partners, a registered investment advisor.  Stratos Wealth Partners and Barton Spector Wealth Strategies are separate entities from LPL Financial.  This information is not intended to be a substitute for specific individualized tax or legal advice.  We suggest that you discuss your specific situation with a qualified tax or legal advisor.    


 

 Jay is quoted in an article in MarketWatch   March 10, 2020 "How can I protect my 401(k)   from a coronavirus-driven market      downturn?" 

 

 


On Tuesday, January 21, 2020, our managing partners, Sharon and Jay, were invited to the New York Stock Exchange floor to assist with the ringing of the closing bell of the Stock Exchange. They joined Fundamental Income as they celebrated the anniversary of their NETL ETF listing. Having the opportunity to be a part of the closing bell ringing ceremony was quite an honor. 


 

 

On Wednesday, January 8, 2020, Jay was interviewed by KAET's Channel 8 Ted Simons on his Arizona Horizon program and discussed the SECURE Act.

 

 

 

Securities offered through LPL Financial, member FINRA/SIPC.  Investment advice offered through Stratos Wealth Partners, a registered investment advisor.  Stratos Wealth Partners and Barton Spector Wealth Strategies are separate entities from LPL Financial.  This information is not intended to be a substitute for specific individualized tax or legal advice.  We suggest that you discuss your specific situation with a qualified tax or legal advisor.    


 


 

 

 

 

On September 16, 2019, the team at Barton Spector Wealth Strategies along with our friends spent time helping kids in foster care by assembling Birthday-in-a-Bag items so that they can celebrate in style!

 


 

On September 15, 2019, Jay received the Centennial Leadership award from the Alpha Epsilon Pi Fraternity in recognition of his leadership and volunteer efforts with the Fraternity and within the community.  Jay is pictured with Jeffrey Jacobson, the International President of the Alpha Epsilon Pi Fraternity. 

 


 

On Thursday, August 22, 2019 Sharon and Jay met with CNBC market commentator and senior analyst Ron Insana.  He provided some wonderful context about the current market and economy.

 

 


Jay's appearance on KAET Channel 8's
Arizona Horizon with Ted Simons

Sharon's article in North Valley
Magazine (see page 40)

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

Mutual fund investing involves risks, including possible loss of principal.