The SKG Team at Barnum Financial Group

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The SKG Team at Barnum Financial Group At SKG, a team within Barnum Financial Group, we work to bring you closer to your financial goals. We take a different approach. Member SIPC (www.SIPC.org).

The growth of The SKG Team is the direct result of our philosophy: we believe our clients deserve more. You deserve personal attention, tailored solutions, and expert advisors who are in it for the long haul with you. Our desire to deliver timely advice and insightful guidance is born from seeing how the old paradigms fall short. We factor in every aspect of your life—short-term objectives and long-term goals, personal dreams and business ambitions. Yes, you get a dedicated advisor. But you also get the collective knowledge and extensive resources of a team. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Supervisory address: 6 Corporate Drive, Shelton CT 06484. 203-513-6000

11/03/2026

Wondering what the midterms mean for your portfolio?

Elections have historically brought some short-term volatility, but history also suggests headlines move markets far less over time than corporate earnings do.

The takeaway is not to predict the outcome. It is to stay focused on the plan you already built.

11/02/2026

Nobody enjoys a down market. It can, however, be useful.

Tax loss harvesting is one of the few strategies that lets a difficult stretch do something useful for you. Watch the quick breakdown, then let’s talk about whether it fits your situation.

Most tax planning happens in April, which is exactly when the opportunities have already closed. The decisions that actu...
11/02/2026

Most tax planning happens in April, which is exactly when the opportunities have already closed. The decisions that actually move the number get made now.
On the table before December 31:

• Tax-loss harvesting against realized gains
• Roth conversion analysis while you can still model the bracket
• Required minimum distributions, including inherited account rules
• Maxing out retirement contributions
• Charitable giving strategy

The right move depends on your full picture. That is the conversation to have in November, not in the last week of December.

Costumes on, porch lights bright, and a whole lot of candy headed home tonight.However you celebrate, we hope it's a fun...
10/31/2026

Costumes on, porch lights bright, and a whole lot of candy headed home tonight.

However you celebrate, we hope it's a fun and safe one. Watch for little ghosts and goblins crossing the street, and enjoy every minute of it.

Happy Halloween from all of us at SKG! 🎃

Things got a little spooky at the SKG office! 🎃👻We traded our usual office attire for costumes, creativity, and a little...
10/30/2026

Things got a little spooky at the SKG office! 🎃👻

We traded our usual office attire for costumes, creativity, and a little Halloween fun. From familiar faces to some unexpected characters, our team definitely understood the assignment!

Wishing everyone a safe and Happy Halloween from all of us at SKG! 🍬🕸️

If you earn 1099 income, the tax code works differently for you, and often in your favor.Our very own Ben Soccodato and ...
10/29/2026

If you earn 1099 income, the tax code works differently for you, and often in your favor.

Our very own Ben Soccodato and Chris Kampitsis break it down in this month’s Westfair Business Journal: the deductions self-employed workers routinely miss, what the now-permanent QBI deduction means for freelancers and contractors, and the new reporting threshold worth knowing before year end.

Read the full article here: https://bit.ly/4f0dIPD

#1099

If you hold appreciated securities in a taxable account, donating shares directly can allow you to support the causes yo...
10/29/2026

If you hold appreciated securities in a taxable account, donating shares directly can allow you to support the causes you care about while avoiding the capital gains you would realize by selling first.

For households considering multiple years of giving, a donor advised fund adds another layer of flexibility: contribute in a high income year, take the deduction that year, and distribute to charities on your own timeline.

Generosity is part of a financial plan, not separate from it. We are glad to help structure it well.

A special thank you to Capital Group’s, Michael Pollgreen, for joining us today as we reviewed the markets. To everyone ...
10/28/2026

A special thank you to Capital Group’s, Michael Pollgreen, for joining us today as we reviewed the markets. To everyone who tuned in, we truly appreciate you investing your time to stay informed and engaged. The SKG Team is always here to help you plan, grow, and protect what matters most!

Rates are reshaping the conversation for investors. Which parts of the market feel it most?Our very own Chris Kampitsis ...
10/28/2026

Rates are reshaping the conversation for investors. Which parts of the market feel it most?

Our very own Chris Kampitsis sat down with CNBC’s Dom Chu on Power Lunch to discuss how a higher rate environment tends to affect different sectors and why context matters more than any single headline.

Watch here: https://cnb.cx/4i6uL4I



For informational and educational purposes only. Not a recommendation to buy or sell any security, and any securities discussed may not be suitable for all investors. Past performance does not guarantee future results. Consult your financial professional regarding your individual situation.

Most tax planning gets attention in April, which is exactly when the opportunities have closed. The decisions that actua...
10/27/2026

Most tax planning gets attention in April, which is exactly when the opportunities have closed. The decisions that actually move the number happen now.

On the table before December 31:
• Tax-loss harvesting against realized gains
• Roth conversion analysis while you can still model the bracket
• Required minimum distributions, including inherited account rules
• Timing on deferred compensation, bonuses, and option exercises
• Charitable giving strategy, including appreciated securities

The right move depends entirely on your full picture. That is the conversation to have in October, not December.

Address

565 Taxter Road, Suite 625
Elmsford, NY
10523

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 10am - 1pm

Telephone

+19143722895

Website

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