The Barnum Report

establishing a budget

Establishing a Budget

Armed with a clear picture of your goals, you can work toward establishing a budget that can help you reach them.

investing terms

10 Terms Every Investor Should Know

If you’re new to investing, you may encounter some unfamiliar jargon. Understanding the following terms may help you become a more confident investor.

529 Plans

Take Advantage of ‘529’ Day

529 Plans can be used to finance higher education expenses like tuition, fees, and room & board for post-secondary education. Happy 529 Day!

small businesses

Financial Literacy for Small Businesses

There is a distinction between knowing how to run a business and understanding the financial concepts that can help it thrive. Business acumen doesn’t necessarily mean a person understands how to manage finances.

banking crisis

Surviving a Banking Crisis

To protect yourself in these troubling times, you should understand what causes a banking crisis and the steps you can take to help ensure your financial security.