Evergreen Advisory Team at Barnum Financial Group

Evergreen Advisory Team at Barnum Financial Group The Evergreen Advisory Team collectively has over forty years of industry experience. Brooke and Arthur offer one-on-one financial planning services.

Our team is led by two certified financial planners, Brooke Hourigan and Arthur Gallant. With over forty years of industry experience, our team is led by two certified financial planners, Brooke Hourigan and Arthur Gallant. Brooke and Arthur offer one-on-one financial planning services and strategy implementation to help individuals and families achieve their financial goals. As the Evergreen Advi

sory Team grew, we expanded our services to include corporate education. What began as infrequent small seminars at local businesses designed to provide employees with essential retirement options quickly expanded into semi-monthly workshops. Brooke and Arthur regularly hold workshops for major corporations throughout the tri-state area like Sikorsky Aircraft, Pratt & Whitney, and Collins Aerospace. Their presentations include topics such as social security, retirement planning, and tax strategies. Disclosures: https://www.barnumevergreen.com/

09/09/2026

U.S. markets ended last week mixed as strong economic data, higher Treasury yields, and rising U.S.-Iran tensions influenced sentiment. The S&P 500 gained 0.13%, led by technology and energy, while rate-sensitive sectors lagged. Strong August payrolls boosted expectations for tighter Fed policy, lifting oil prices and pressuring gold.

Getting ahead of year‑end financial decisions can help reduce stress and create clarity. A quick check‑in now can make a...
09/08/2026

Getting ahead of year‑end financial decisions can help reduce stress and create clarity. A quick check‑in now can make a big difference later.

Variable annuities have become more competitive and when paired with the market, they could offer growth potential. Let'...
08/12/2026

Variable annuities have become more competitive and when paired with the market, they could offer growth potential. Let's talk about how a variable annuity can support continued growth throughout retirement.

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily t...
08/03/2026

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily turned into cash without tradeoffs. Let’s talk about your plan.

07/29/2026

Markets moved lower last week as Middle East tensions weighed on sentiment. The S&P 500 fell 0.6%, while rising oil prices stoked inflation concerns, pushing Treasury yields higher and causing investors to reassess expectations for near-term Fed rate cuts despite resilient economic data and solid earnings. Dive into this week’s market perspective for more analysis and key takeaways.

07/22/2026

Last week, markets moved lower as U.S.-Iran tensions and weakness in technology stocks offset softer inflation data. The S&P 500 fell 1.5%, while energy stocks surged alongside a 15.5% jump in oil prices and early Q2 earnings remained broadly positive. Learn more with this week’s market perspective and key insights.

07/07/2026

Markets moved higher last week, with the S&P 500 gaining 1.8% as investors focused on resilient economic conditions. A softer June jobs report eased expectations for an immediate Federal Reserve rate hike, while higher Treasury yields and strength in Financials and Telecommunications supported gains. Read this week’s market perspective to learn more.

🎆Happy 4th of July! Today America celebrates 250 years of independence.
07/04/2026

🎆Happy 4th of July! Today America celebrates 250 years of independence.

School’s out and summer is in full swing. With a few extra expenses — from meals to activities and camps — it helps to ...
07/01/2026

School’s out and summer is in full swing. With a few extra expenses — from meals to activities and camps — it helps to check in on spending. Here are some simple ways to manage summer costs.

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s t...
06/29/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

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