Intentional Financial Planning
by Adam Black When you hear the term “financial plan”, what is the first thing that comes to mind? Maybe it’s planning for retirement, finding a way to get your kids through college, or buying your first home. Personally, the first thing that I think of is “process”. When I think of the goals I […]
Thoughts on the crisis in Ukraine
by Ron Bare Like you, all of us at Bare Wealth Advisors are concerned about the recent world events, most significantly the Russian invasion into Ukraine. In the days ahead, please contact your team here at Bare Wealth Advisors if you have specific questions on how this affects your personal financial plan. In the meantime, […]
Market Thoughts 101
By Ryan Kurtz It is January 26th, 2022, as I sit down to write my thoughts on the current state of the stock market. After 3 great years in the market (measured by the S&P 500 Index) in which a $100,000 investment would have grown to almost $180,000, the market is down 8.5% since January […]
Mid Year Economic Perspective
by Ron Bare It’s hard to believe we are nearing the end of August 2021. As you all are very aware, the past year and a half have presented never before seen challenges and uncertainty. We recognize that often fear and anxiety are the results of this uncertainty. We thought it would be appropriate as […]
Keeping Your Eyes on the Goal
by David Denlinger It is no secret that this past year created a significant amount of uncertainty, fear, and confusion. In times like these, it is very easy to allow the stress and weariness to get the best of us. All the negative headlines and conflicting news sources seem to shake our judgement. Instead of letting […]
National 529 Day!
by Curtis Burkholder As we continue to discuss ways to have an “Impact” with our time, treasure, and talents, we wanted to highlight that tomorrow is “National 529 Day”! This day was established to focus on the importance of planning and saving for college – through what is known as the 529 plan. By utilizing […]
2021 – Year of Impact
by Ron Bare Who or what are you impacting? This is the question we are asking at Bare Wealth Advisors in 2021. Each of us has an impact on someone or something, either in a positive or in a negative manner. Our mission at Bare is to help our clients “intentionally manage wealth that aligns […]
What is going on with GameStop and how should I respond as an investor?
As many of you have seen in the financial news within the last week(s), social media forums are having an increased influence on specific shares of companies or precious metals. We have had several of our clients as well as friends and family members ask us to explain what is happening. For those who have […]
Generosity – For it is better to give than to receive
At Bare Wealth Advisors, one of our core values is Generosity. We believe that cheerful and generous giving inspires others in their purpose, enriches relationships, and expands the influence of the resources we manage. All year long we love to lead our clients in conversations regarding generosity and strategic giving. But certainly, something happens between […]
Investing Perspective in an Election Year
by Curtis Burkholder As we enter the fall season with changing leaves and weather, it is easy to feel the world around is changing as well. However, as the writer of Ecclesiastes wrote, “There is nothing new under the sun”. In light of all the changes, we can be paralyzed by feelings of fear as […]