Barnes Quarterly

Welcome to Episode 27 of the Barnes Quarterly Podcast, your trusted source for insights into the financial markets with us here at Barnes Capital Group. In this episode, we welcomed a special guest - Alex Kirby of Total Family. Total Family is a software platform that helps wealth advisors guide their clients through legacy planning - not the legal documents or estate planning side, but the human...

Welcome to Episode 26 of the Barnes Quarterly Podcast, your trusted source for insights into the financial markets with us here at Barnes Capital Group. In this episode, we discuss key developments shaping the investment landscape as we begin 2026. Our Chief Investment Officer, Chris Zaccarelli, joins us to share his perspective on recent market performance, portfolio diversification beyond large-...

Welcome to Episode 25 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with us here at Barnes Capital Group. In this episode, we examine the major financial storylines as we move through the fourth quarter of 2025. Our Chief Investment Officer, Chris Zaccarelli, returns to provide timely insights into the factors driving market sentiment - including conc...

Welcome to Episode 24 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with us here at Barnes Capital Group. In this episode, we kick things off with a conversation about the great outdoors. I’m joined by special guest Brisman White, a Montana-based fly fishing and hunting guide, who shares what makes Montana such a memorable destination - whether you're...

Welcome to Episode 23 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with Barnes Capital Group. In this episode, we break down the dramatic market movements at the start of Q2 2025, driven by the announcement—and rapid rollback—of sweeping new tariffs from President Trump. We explore how this policy whiplash is fueling uncertainty, what it means for gl...

Welcome to Episode 22 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with Barnes Capital Group. In this episode, we dive into key financial topics for 2025, including retirement planning strategies, the latest market trends, and how interest rates, tariffs, and AI advancements could impact the economy. Tune in to enhance your understanding of the finan...

Welcome to Episode 21 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with Barnes Capital Group. Get the latest on how election results, Warren Buffett's investment strategy, and sector earnings surprises are shaping the market. From AI-driven utility investments to economic predictions, we break down what investors need to know this quarter. Tune in to...

Welcome to Episode 20 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with Barnes Capital Group. In this episode, we're reviewing the highlights and key developments from the second quarter of 2024 and looking ahead to what the rest of the year might bring, particularly as we approach the election season. Join Stan Barnes, Eddie Hatch, and our Chief Inv...

Welcome to Episode 19 of the Barnes Quarterly Podcast, your essential guide to navigating the financial markets with Barnes Capital Group. In this episode, we're diving into a comprehensive review of the first quarter of 2024 as we step into the second quarter with renewed perspectives. Join Stan Barnes, Eddie Hatch, and our Chief Investment Officer, Chris Zaccarelli, as they reflect on the pivota...

Welcome to Episode 18 of the Barnes Quarterly Podcast, your go-to source for insights into the financial world, courtesy of Barnes Capital Group. As we wrap up 2023 and peek into 2024, this episode offers a thoughtful reflection on the past year's market trends and a glimpse into what the future might hold. Stan Barnes, Eddie Hatch, and our Chief Investment Officer, Chris Zaccarelli, together brin...

Welcome to the 17th Episode of Barnes Quarterly, the insightful podcast brought to you by Barnes Capital Group. This episode is brimming with essential discussions and analyses as we transition into the last quarter of 2023. We are thrilled to have Chris Zaccarelli join us in-person for an engaging conversation that traverses the realms of financial markets and the broader economy. Chris, with his...

In this Q3 2023 episode of Barnes Quarterly, we'll check in with our CIO, Chris Zaccarelli on market observations and outlooks as we move into the second half of the year.

Quarter 1 of 2023 was full of intriguing events and market happenings. We'll take a moment to recap the first quarter of the year as we shape some outlooks on the rest of the year.

In this Q1 2023 Episode of Barnes Quarterly, we wanted to dedicate our time to discussing the markets and what we've been experiencing in the first weeks of the year. We'll speak with our CFO, Chris Zaccarelli, as he dives deep in analysis of current market events from a variety of perspectives.

We're bringing 2022 to a close with this Q4 edition of Barnes Quarterly. We'll discuss recent market conditions heading into year end with CIO, Chris Zaccarelli.

In this episode, we're welcoming Traylor McNeil, Director of Development of the Hang Tough Foundation in our "Community Impact" segment. Additionally, we'll discuss recent market conditions and happenings with our CIO, Chris Zaccarelli.

In this 11th edition of Barnes Quarterly, we are thrilled to have Liz Murphy, CEO of the Early Learning Coalition of the Big Bend in our "Community Impact" segment. Ms. Murphy is deeply committed to the lives of our community's children, and ELC plays an integral roll in these outcomes. Additionally, we'll discuss recent market conditions and happenings with our CIO, Chris Zaccarelli.

We hope your Summer is off to a great start! In this episode, we've got a very special guest: We are thrilled to have Felina Martin, Executive Director of INIE (Institute for Non-Profit Innovation and Excellence) as we reignite our "Community Impact" segment. Ms. Martin is a force in our community, deeply committed to the thriving of our non-profit organizations. Additionally, we'll discuss recent...

In this episode of Barnes Quarterly, we'll discuss Q4 2020 in summary and start to look at what's been happening in Q1 2021, with Chris Zaccarelli

A Special 2020 Election Edition of Barnes Quarterly. We'll discuss with Chris Zaccarelli the 2020 election and it's potential market impacts, as well as what could come in the 4th quarter of the year.

In this episode of our podcast, Barnes Quarterly, we're talking about our innovative new tool Riskalyze. Additionally we'll get a market update from Chris Zaccarelli of Independent Advisor Alliance, debriefing on the past few months in the market, and what's to come as we approach the election.

Today we have a special edition of our Barnes Quarterly podcast for you, where we'll talk with our frequent contributor Chris Zaccarelli of Independent Advisor Alliance about what we've seen the past few weeks in the markets, as well as what you might expect moving forward. Our hope is to gain our listeners a holistic understanding of the changes we're seeing in recent times.

In this episode of our podcast, Barnes Quarterly, we'll get a market update from Chris Zaccarelli of Independent Advisor Alliance, and interview our guests Michael Kalifeh, CPA, CFST of Thomas Howell Ferguson, P.A about tax planning tips, and speak with Donald Parks, the Executive Director of Good News Outreach.

In this episode of our podcast, Barnes Quarterly, we'll take a look at all that happened in 2018 for both BCG and the markets, some exciting announcements moving forward and an interview with Michael Kalifeh, CPA, CFST of Thomas Howell Ferguson, P.A.

In this episode of our podcast, Barnes Quarterly, we'll give you some updates that have happened at BCG, interview Chris Zaccarelli of Independent Advisor Alliance about the market, and go over different types of insurance coverage, specifically life, disability income, and long-term care.