BTA Blog

Put it in a Letter

By: Elisabeth - August 5, 2019 - 12:26 pm

Put it in a Letter Express your wishes. Provided by Barrows Trostle Advisors, LLC Actor Lee Marvin once said, “As soon as people see my face on a movie screen, they [know] two things: first, I’m not going to get the girl, and second, I’ll get a cheap funeral before the picture is over.”1 Most  Read more…


The Financial Realities of Longevity

By: Elisabeth - July 1, 2019 - 10:25 am

Your financial future is up to you and no one else. Provided by Barrows Trostle Advisors, LLC What will be your future? You know that solid retirement strategy takes your time horizon, an often unpredictable factor, into consideration. Your thinking must include an awareness of how long you must save for and what sort of  Read more…


Six Most Overlooked Tax Deductions

By: Elisabeth - April 1, 2019 - 9:54 am

Six overlooked tax deductions to help you manage your tax bill. Provided by Barrows Trostle Advisors, LLC Who among us wants to pay the Internal Revenue Service more taxes than we have to? While few may raise their hands to voluntarily pay more taxes, Americans regularly overpay because they fail to take tax deductions for  Read more…


Set Goals as You Save & Invest

By: Elisabeth - March 4, 2019 - 8:45 am

Turn your intent into a commitment. Provided by Denise B. Barrows, CPA, CFP® Goals give you focus. To find and establish your investing and saving goals, first ask yourself what you want to accomplish. Do you want to build an emergency fund? Build college savings for your child? Have a large retirement fund by age 60?  Read more…


Managing Volatility through Diversification

By: Elisabeth - February 1, 2019 - 9:34 am

Shelley Schexnayder, Communications, Senior Advisor at 1st Global April 12, 2018 It’s impossible to time the market perfectly or completely avoid market fluctuations, and every year, there is significant rotation on which of the asset classes at right perform well or poorly. So how can long-term investors not only endure market fluctuations but plan for  Read more…