Summary Over the past few months, stock markets have experienced wide fluctuations. After being down from the beginning of the year by over 23% through June 16, the S&P 500...

Blue Barn Wealth Mid-Quarter Market Update After declining throughout much of the first half of the year, July brought improved returns in domestic markets. The S&P 500 saw a 9.11%...

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...

1st Quarter Market Update After a sharp selloff in most global indices to start 2022, there was a brief recovery at the end of the first quarter as investors weighed...

US stock markets showed continued resilience in the last quarter of 2021, albeit with its natural fluctuations along the way. Although October historically is one of the most volatile months...

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...

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...

On February 26, 2020, we sent an update to our clients regarding the COVID-19 and the Coronavirus. You can access a pdf of this full letter by clicking on this...