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 side: capturing family stories, defining values, and preserving the moments that matter most for future generations. It's something we've incorporated into our service offering here at Barnes Capital Group, and we'd encourage you to ask us about it.And as always, we discuss key developments shaping the investment landscape as move through 2026. Our Chief Investment Officer, Chris Zaccarelli, joins us to share his perspective on a market that continues to grind higher — S&P 500 up roughly 9% year-to-date — despite headwinds including the conflict in Iran, oil above $100 a barrel, and rising interest rates. Earnings growth has been the real story behind this year's rally, and Chris offers his measured take on whether we're headed for a bubble: strong fundamentals, but market cycles are inevitable. His outlook for the rest of the year: cautiously optimistic.To learn more about how Barnes Capital Group can support your financial goals, visit us at barnescapgroup.com.Don't forget to subscribe to stay updated with our latest episodes and share with friends and colleagues who might find this information valuable.