Barry’s Bulletin

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Barry’s Bulletin

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Helping our clients get their financial house in order and keep it that way…forever

11/02/2026

Last Week's Economic News with an Eye on the Week Ahead!

The major indexes finished the week lower, with tech and AI shares bearing the brunt of the sell-off. The small caps of the Russell 2000 closed the week higher. Among the market sectors, only communication services and information technology closed the week lower. Energy and health care outperformed...

11/02/2026

No one likes them yet there are processes you can take to become more tax efficient.

Consider reviewing your tax situation at year end for potential opportunities to reduce your tax liability.

10/26/2026

Last Week's Economic News with an Eye on the Week Ahead!

The latest issue of Market Week is available.

10/23/2026

Information worth looking into.

Here are a few shopping strategies that couldhelp stretch your food budget.

10/23/2026

A look back at last week with an eye looking forward.

The latest issue of Market Week is available.

09/21/2026

Another great summary!!

LPL's Weekly Market Performance for the week of September 14, 2026, highlights choppy stock trading, the September Fed rate decision, and geopolitical events.

09/18/2026

A simple Will makes things so much easier for your survivors!! It is an important part of your financial plan.

A will helps ensure that your property goes to your chosen beneficiaries.

09/14/2026

A look at Last Week's Economic News with an Eye on the Week Ahead!!

The latest issue of Market Week is available.

09/10/2026

Knowing the rules allows for better outcomes.

The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

09/08/2026

A look at Last Week's Economic News with an Eye on the Week Ahead!!

The latest issue of Market Week is available.

Address

323 W Main Street
Hendersonville, TN
37075

Telephone

+16158265203

Website

http://Collierwealth.com/

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