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Infographic: Real Estate Investing for the Beginner

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Financial FAQs

Here are the answers to some of the most frequently asked financial questions.  

I’ve just started my first job.  Do I really have to start saving for retirement now?

All Donations Are Not Created Equal

Giving money to philanthropic causes is important to many of us. Year end giving in particular is popular with both donors and charitable organizations. The most common way to give money for most people is to simply write a check or put a donation on a credit card. The charity then typically sends us a receipt for our donation, and everyone is happy.

Not so fast.

Time to Save

While some of us are spenders, others savers, most of us fall somewhere in between.  Can you account for where your cash goes, or do you frequently find yourself wondering exactly where your money goes each month? The good news is that there are a lot of things you can do to save money starting today.

Here are just a few of them.

Second Quarter Economic Update

THE QUARTER IN BRIEF

At the end of 2018, economists and journalists may look back on the second quarter and see the moment when a global trade war began. Whether one is truly underway or not, the fact is that Q2 was a good quarter for equities.

Top 10 Financial Terms

If you don’t know the difference between asset-backed securities and securities, you may want to take a look at these common financial terms and their definitions.

Asset Backed Securities

Asset-backed securities are bonds or notes that are backed by assets such as credit card accounts receivable, auto loans, and home equity loans.

FMLA 101

Becoming ill is never part of our plan, but nevertheless, it happens. When it does happen, the Family and Medical Leave Act (FMLA) is available as a safeguard to protect both your job and your health insurance benefits while you’re unable to work. It also contains a provision that allows eligible employees to take leave to care for a sick child or spouse.

Beall Barclay Wealth Management's Rogers Office Relocating

Beall Barclay & Company and Beall Barclay Wealth Management will move their Rogers office to a new location on 52nd Street June 22. The new office will be located across from Village on the Creeks.

Health Insurance 101

Health insurance used to be a fairly simple process. But today, whether obtaining health insurance privately or through an employer, we’re being offered a variety of insurance plans with varying benefit levels, making the choice more difficult.

Before you enroll in another health insurance plan, here are some common terms you need to know – and understand:

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