Last year, BARR Financial Services, LLC marked its 25th anniversary by celebrating with clients, staff and family. At the event, Kirk Barr Young, founder and president of the firm, expressed his gratitude to the people that he calls the BARR Financial Family. He told them the concept of family drives all client relationships, and that he measures his firm’s success on the quality of those relationships.
- Dennis Stack and Tom Cormier
A Legacy Conversation Advisors Must Have to Succeed in the Great Wealth Migration
OPPORTUNITY LOST AND FOUND The financial and estate planning industries are at a crossroads. Eroding trust is one of many challenges that make it all the more difficult for Advisors to
- Vitaliy Katsenelson, CFA
Trump Hates Them – We Love Them
A few weeks after Donald Trump was elected president of the United States, he was asked about pharmaceuticals prices. With typical rhetorical gusto, he declared, “Pharmaceutical
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Jan 03, 12:06 pm
Client focus and innovation leads firm’s 25-year growth
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Jan 03, 11:56 am
A Legacy Conversation Advisors Must Have to Succeed in the Great Wealth Migration
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Dec 26, 10:05 am
Trump Hates Them – We Love Them
- Andrea Lehner
Bridge Lending: Quick Capital for Developers
When properties are in distress, or builders are in default, traditional banks simply can’t provide the kind of financing needed to keep projects alive.
- Advisors Magazine
Reach New Heights by Hiring the Right People
Successful companies find the right people for the right jobs. But, the most successful companies find the right jobs for the right people. Many businesses — especially startups — know the
- Amy Conway-Hatcher, Christina Ackermann, Anjali Chaturvedi, Jody Porter, Lynn Haaland
Overcoming Adversity in Leadership: Finding Vision and Calm in the Storm
Have you ever wondered what it’s like to be in the eye of a hurricane? Have you ever wondered how others have navigated significant organizational crises or the traits they relied on to lead
- Vitaliy Katsenelson, CFA
Searching for Yield? Better to Look for Humility and Patience
The Great Recession may be over, but seven years later we can still see the deep scars and unhealed wounds it left on the global economy. In an attempt to prevent an unpleasant revisit to the
- Vitaliy Katsenelson, CFA
Finding High-Quality Companies Today
We are having a hard time finding high-quality companies at attractive valuations. For us, this is not an academic frustration. We are constantly looking for new stocks by running stock screens
One CEO shares how what he’s learned from the tennis court to the boardroom in order to succeed in business. While top executives may work in every industry, they are not all the same and
One CEO shares why he gives back and others should as well. There is a spending frenzy that takes place every November, with people shopping for deals and collectively spending billions.
- Matthew D. Edward
Fiduciary Advisors, Know How to Find One
Helping clients take better control of their financial future. Few would-be investors could probably define the term “fiduciary.” And that is why so many get pulled into weak investment
- Amy Armstrong
Willingness to Educate Clients
Creating Wealth and Building opportunities. As efforts by the federal Department of Labor to create a uniform fiduciary standard make their way through the financial services industry,
- Steven Selengut
The DOL Attack on Private Investment Portfolios
The Fiduciary Rule What's all the Fuss About? Can I have a show of hands please? How many of you know the difference(s) between "defined benefit" pension plans and 401k, IRA, 403b,
- Merilee Kern, MBA
5 Reasons Sleep is Key for Success
Sleep. All people need it, most crave it, but throngs of individuals do not get the kind of restorative and rehabilitative sleep required to optimize mental clarity, focus, ideation, awareness
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