32016Mar

Janet Barr Advisor Views: Robo-Advisors

Janet Barr Advisor Views Robo-Advisors: Is Automation Right for You? This article weighs in on the increasing number of online investment providers, “while robo-advisors may offer a convenient, low-cost method of building a diversified portfolio with exposure to multiple markets, they may be a better fit for some types of investors than for others.” Click…

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12016Mar

Janet Barr Selected for LPL Directors Club

Janet Barr Recognized by LPL Financial Santa Barbara, CA – February 25, 2016 – Janet Barr, an independent LPL Financial advisor at Collaborative Financial Solutions in Santa Barbara, CA, announced today that she was named to LPL’s Director’s Club. This distinction is based on annual production among approximately 14,000 advisors registered nationwide.* “Director’s Club advisors…

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292016Feb

LPL Client Letter: “Maintaining a Long-Term Perspective”

February 17, 2016 Dear Valued Investor: Staying focused on long-term goals can be difficult during periods of heightened volatility such as we have experienced over the last six months. Although the list of market concerns has grown, it remains important to see the full picture and remain committed to a long-term plan. There are some…

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202016Jan

LPL Client Letter: Confidence & Volatility, January 2016

January 7, 2016 Dear Valued Investor: While a new year means new beginnings — changing to a new calendar, signing up for a new gym membership, and struggling to remember to write 2016 on our checks — markets are starting 2016 off with the same growth concerns and heightened volatility that made the second half…

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112016Jan
LPL Financial Advisor in Santa Barbara Celebrates 10 Year Anniversary

LPL Financial Advisor in Santa Barbara Celebrates 10 Year Anniversary

Janet L. Barr, MS, CHFC, CLU Celebrates 10-Year Anniversary with LPL Financial SANTA BARBARA, CA (January 9, 2016) – Wealth Manager and Managing Director, Janet Barr celebrates her 10-year anniversary as an LPL Investment Advisor Representative. Barr has over 21 years in the profession. Barr has been creating financial confidence and understanding for her clients…

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132015Oct

Cycle of Investing

October 7, 2015 Dear Valued Investor: Many of us had the opportunity to watch the recent supermoon lunar eclipse, which inspired pictures, videos, and late evenings. Part of what makes a lunar eclipse so special is that we rarely pay attention to the moon. We only stop and stare when we see a dramatic change…

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162015Sep

Social Security…And When to Collect?

When planning for retirement, identifying the sources of income that may be available to you in retirement, as well as a strategy for how you wish to draw from those resources is, we believe, critical to a secure and comfortable retirement. While some may generate income from the wealth they’ve accumulated in their 401k plans,…

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