Does Your Plan Crack Under Pressure?

By Barry Spencer | December 5, 2023 |

It’s Time to Hold Your Advisor Accountable  Most wealth advisors follow the same plan for every affluent person who walks into their office. That’s crazy! You’re unique, and you deserve…

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End-of-year opportunities for your finances

By Barry Spencer | November 28, 2023 |

During November and December, I want to help you spot time-sensitive planning opportunities. Perhaps you… • Are considering making year-end gifts to charitable organizations or family members and need to…

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What Are You Grateful For?

By Barry Spencer | November 7, 2023 |

Just a quick note to offer some perspective on the (many) headlines floating around.There are plenty of things to be worried about right now, so I’d like to pause for…

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How Does the Economy Look to You?

By Barry Spencer | October 31, 2023 |

Do you feel like the economy isn’t making a lot of sense right now?Is there a mismatch between the headlines and your perception?If so, you’re not alone.There’s a big divide…

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Tragedy in Israel

By Barry Spencer | October 17, 2023 |

I’m writing to offer some thoughts on the horrific situation unfolding in Israel.The devastating terrorist attacks have already cost thousands of lives and may profoundly affect the region.While the violence…

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Market drop (explainer)

By Barry Spencer | October 10, 2023 |

What’s going on with markets? Why does the federal government keep getting into fiscal fights? A lot is going on, so let’s discuss. Why did markets melt down? A combination…

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Suffering in silence?

By Barry Spencer | October 3, 2023 |

Ever wonder why some people are perfectly calm during market swings…While you’re left wondering what’s going on? And what you should do next?If you’re 100% happy with the advice you’re…

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Americans spending? (recession warning)

By Barry Spencer | September 19, 2023 |

Is a new recession warning flashing? Let’s discuss. You’ve probably heard me say that consumers (like us) are the backbone of the U.S. economy. It’s true. Consumer spending accounts for…

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Trouble Ahead? (debt downgrade)

By Barry Spencer | September 12, 2023 |

You might have heard that Fitch downgraded the U.S. government’s credit rating in August. 1What does that mean for you?Let’s discuss.Who is Fitch Ratings, anyway?When companies and governments issue bonds, the…

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How High Will Rates Go?

By Barry Spencer | August 29, 2023 |

How high do you think the Federal Reserve will have to push interest rates to fully tame inflation? (My crystal ball is in the shop so I’d like to borrow…

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Your Opportunity to Benefit

A simple way you can benefit is to request a complimentary and confidential 57-Minute Lifestyle and Retirement Freedom Conversation with Barry Spencer where he will identify with you your biggest opportunities and dangers at this current time. To request your complimentary conversation email or call (678) 278-9632.