Barnwood Capital Management, LLC

Barnwood Capital Management, LLC Goals-based Wealth Management, Financial Planning and Advising. Securities and advisory services offered through LPL Financial, a registered investment advisor.

Download our complimentary eBook, "8 Timeless Principles of Investing" here: https://www.barnwoodcapitalmanagement.com/8-timeless-principles-for-investing Member FINRA(www.finra.org)/SIPC (www.sipc.org)

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associate

d with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
06/05/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
06/03/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these i...
06/02/2026

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

05/29/2026

Have a kid heading off to college? Here are a few tips.

This piece presents an overview of fundamental steps to consider when a loved one passes.
05/27/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys...
05/26/2026

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Learn more about whether you need to pay estimated taxes.
05/22/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
05/20/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Address

176 Barnwood Drive, Suite A
Edgewood, KY
41017

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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