Intra Quarter Market Update – June 2022

Wednesday, 22 June, 2022
Intra Quarter Market Update Given the recent drop in values across most financial markets, we are providing a market update prior to quarter end. We hope this content will offer...
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Tax Extension, CARES Act, & Market Update

Wednesday, 1 April, 2020
On April 1, 2020, we sent an update to our clients regarding the tax extension and CARES Act that was passed, as well as an update on the market. You...
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New Team Member, Oil Price Collapse, Coronavirus Update, & Stimulus

Monday, 9 March, 2020
On March 9, 2020, we sent an update to our clients regarding Mariah Lee joining Blue Barn Wealth, the state of the market, and COVID-19. You can access a pdf...
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Financial Planning Office is renamed Blue Barn Wealth

Monday, 25 February, 2019
In October 2017, Financial Planning Office and Blue Barn Wealth merged ownership. Since that time, we have been operating as separate Registered Investment Advisory (RIA) firms while making the necessary...
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