The Barnum Report

Welcome to The Barnum Report, Barnum Financial Group’s monthly newsletter. Each month we will be covering relevant financial industry topics as well as a monthly market update.

August

Market Strategies: Three Ways to Play Defense in Your Stock Portfolio

Defensive investment strategies share a common goal — to help a portfolio better weather an economic downturn and/or bouts of market volatility. But there are some key differences, including the specific criteria by which particular stocks are selected. If you are nearing retirement or just have a more conservative risk tolerance, one of these defensive strategies may help you manage risk while maintaining a robust equity portfolio. 
Click here to learn about these strategies

 

Avoid the Social Security Imposter Scam

The scam generally starts like this. You answer a call or retrieve a voicemail message that tells you to “press 1” to speak to a government “support representative” for help in reactivating your Social Security number. You’re worried. You know how important it is to keep your Social Security number safe.  Click here to learn how you can avoid falling for these scams.

What’s New in the College World?

College costs, student debt, FASA deadlines, changes to 529 plans…..   There’s a lot going on in the world of higher education.   If you’re the parent or grandparent of a current or prospective college student you might want to click here to learn what’s new in the world of higher education.