Blog

Seems quite appropriate for us to be asking this question – not for our family summer vacation to see if we arrived at our long sought-after vacation spot, but rather are we THERE yet. THERE means the point at which the market finally settles down…. when we can sleep better at night without seeing the news about COVID, inflation, rising interest rates, and the like. The short answer is no. We aren’t there yet.

In honor of Captain Kirk (William Shatner) FINALLY getting to go to space aboard Blue Origin’s New Sheppard space capsule – albeit just past the Karmen line where space actually begins; this month’s article will boldly go where we haven’t gone before – college planning! Not to spoil the ending…. just don’t “Kling-on” too tight to your kids when they go off to college – Get it?…. Alright, show’s over!

Whoa……well that was an interesting year to say the least! This year started out with a bang. We then had to deal with COVID-19 and the resulting economic slowdown and paralysis. We recovered some in the summer and then we had another surge. We had an election. Then we got better and had another surge in the fall…. We have all had whiplash from the ups and downs of this year!

Are we done yet? No, that is not the kids you are dragging with you to the art museum asking if you are done and can we go get that ice cream cone you promised. Actually, this is the pervasive question that every American is asking as we are still on stay- at-home orders across a majority of the country. This year did not start out like we had hoped or like we had planned.  It has been quite a trying time for Americans both personally, physically and financially...

Remember the E-ticket ride at Disneyland? For those that don’t remember, that meant you were going on the best rides in the entire park – the ones that cost your parents the most to buy for each and every ride. Now we have the fast-pass and you can draw parallels to the E-ticket...

Provocative title…. we know.  If it got you thinking, that’s great!  You have most likely seen reports in the media, or even among conversations with your friends and family, that a major market crash or correction is coming.  That is quite possible that it is coming. After all, we have been in a bull market for the better part of ten years and there is a lot of noise in the news. While that is important to focus on (that fact that there is a market correction...

Welcome to the Barton Spector Wealth Blog! This is our inaugural blog post. We hope to provide you with tidbits of information – not only about investing, retirement and the economy, but about world events and how they may impact your life and your finances. We will also attempt to provide you with other useful information on travel, social trends and other topics of interest. This is our way to let you peek under the cover of the engine and see what goes into the investment...