In The News

Wichita Business Journal - April 27, 2012
What do baby boomers regret? Taking too long to put retirement plans together. Read the article.

 

Wichita Business Journal - February 24, 2012
Financial advisers’ written policies help curb emotional investment decisions. Read the article.

 

Wichita Business Journal - August, 12 2011
Advisers say investor reaction to volatile market depends on previous planning. Read the article.

 

Five Tips for Dealing with Pain at the Pump - July 2008
You might as well get used to higher prices at the pump. While in the near term they could fall, the permanent demand from developing countries is here to stay, which means high gas prices are too. Read John Barton's suggestions for conserving gas and money.

A New Look for CenterPointe Wealth Management Receives National Recognition - June 2008
Marie Swift, president and founder of Impact Communications, Inc., announced that the firm won a top tier Award of Excellence in The Communicator Awards 2008 Print Competition for the design and creation of a corporate identity package for CenterPointe Wealth Management. "In celebration of 25 years in the financial planning business, I decided it was time for a new elegant look," says John Barton. "Impact worked closely with me on everything from the company name to the tagline, logo, stationery and brochure all designed to reinforce my client-centered philosophies," Barton added. The Communicator Awards, which are given annually by the International Academy of the Visual Arts (IAVA), honor creative excellence for communications professionals. This year, entries were received from over 8,500 companies and agencies. 

Kansas City Star – December 23, 2007
One of the easiest things you can do to help keep your financial house in order is to get organized. Having your financial information stored and processed in a systematic manner will go a long way in helping maintain your finances. Read John Barton’s column in the Kansas City Star Moneywise section.

 

U.S. News and World Report – December 2007
John Barton was interviewed for his contribution to an article about required minimum distributions.

Investment News - November 26, 2007
John Barton is quoted in an article discussing concerns associated with tapping into qualified retirement accounts before age 591/2. "'Unless used properly, they can be very inflexible and commit people to a specified amount of money for a long time,' said Mr. Barton, who hopes that there will be fewer early distributions as people begin to realize their drawbacks." Click here to read the full article.

Getting Your Financial House in Order - November 2007
Clean Sweep takes on a whole new meaning when you're talking about organizing your financial records. Think about how important it could be to have all of your important financial information in one place," says John Barton.  "As a society, we are more mobile than ever. Online account aggregation programs make critical information accessible from anywhere in the world."  Read Barton's tips to help get your financial house in order.
 
e-Media Wire – September 2007
Increasingly financial advisors are hearing investors making the same requests evidenced by investors just a few years ago. As stock market performance fluctuates, these investors' expectations - and anxiety - are also increasing. Listen to John Barton explain the need for understanding individual investments and market cycles rather than focusing on short-term performance.
 
Keeping Emotions Out of Investing – August 2007
Recent investor behavior has John Barton scratching his head and remembering Yogi Berra’s famous quote, “it’s like déjà vu all over again." Click here to read four time-tested suggestions that Barton believes could help investors avoid making irrational investment decisions during a volatile market.
 
“Affluenza” Puts People at Risk August 2007
Keeping up with Joneses is getting harder to do and it’s putting people at risk for developing serious financial ailments. Read John Barton’s recommendations for combating the urge to spend and getting back on track for a healthy fiscal prognosis.
 
Realizing the New ROI in Your Golden Years – July 2007
John Barton helps investors understand that the New ROI…Reliability of Income…during retirement means developing a solid plan to ensure that your money doesn’t run out before you do. “What many investors don’t understand is that accumulating wealth for retirement is vastly different than distributing that wealth to provide a comfortable lifestyle for themselves,” says Barton. Read six tips to help make your money last.
 
John Barton Attends Securities America National Conference – June 2007
John Barton was invited to be a panelist during the Securities America National Conference in Salt Lake City, where he shared his experience and knowledge with follow advisors. The three-day annual conference created an opportunity for representatives and advisors to build relationships and share best business practices with professional colleagues.

Estate Planning in Five Easy Steps – May 2007
“If you own anything with value, from money, stocks and property to jewelry and collectibles, you have an estate that needs to be properly planned,” Barton says. Putting it off could spell disaster. John Barton explains the essentials of preparing an estate plan.  Read more.

 

Advisor Awarded Prestigious Professional Membership – April 2007
John Barton with CenterPointe Wealth Management and a registered representative with Securities America has been awarded membership into the 2007 Million Dollar Round Table(MDRT) by the Premier Association of Financial Professionals. MDRT is a member-driven international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

Chattanooga Times Free Press – April 24, 2007
As baby boomers retire some are torn between financial obligations to aging parents and college-age children. In her article “Advisors list No-nos in retirement prep” Emily Bregal of the Chattanooga Times Free Press interviews John Barton who says that "Once you put money into your qualified plans, 401(k)s or IRAs, you simply take a hands-off approach. Never tap into those resources for anything other than retirement," Click here to read the article.

 

e-Media Wire –  April 2007
The recent downturn in the stock market may have unnerved some equity investors. When the market takes a dive, some people's retirement dreams may drift further away and become a deferred reality. But John Barton says that when building a retirement ark to weather stock market storms, investors have to be sure that they're being guided by a well-defined investment strategy and not their emotions.Listen to his interview with PR Web (pod cast).

Build Your Retirement Ark to Weather Rocky Stock Market Waters – March, 2007
Long time advisor, John Barton, discusses the necessity of planning ahead so that your retirement portfolio won't be rocked by future stock market dips that will inevitably come. “While we certainly hope the worst is over, there could still be more rough waters ahead. If investors prepare by charting a proper retirement plan, they will be better equipped to weather future waves in the stock market,”  says Barton. Click here for the full release.

Fall in Love with Your Investment Portfolio Again – February, 2007
Read here to learn three tips to rekindle your investing plans. According to John Barton, “whether it’s keeping your business, romantic or friendly relationships in good shape, establishing and maintaining healthy relationships takes consistent attention and periodic energy.” The same holds true for spending a little quality time with your investment portfolio. Learn more.

Striking a 401(k) Balance – January 2007
John Barton explains why a balanced (and rebalanced) 401(k) is necessary for financial stability. “While people should not withdraw the money in their retirement accounts, they should rebalance their portfolio to match their risk tolerance and time horizon,” Barton says.Read more.

 

What Does that Mean for My Wallet? – December 2007
Long-time advisor, John Barton, shares his predictions regarding changes in monetary policy and other new legislation once a new Democratic-controlled senate took office. Read the full article.


WIBW Topeka 13 News – October 30, 2006
John Barton appeared on television with News Anchor Melissa Brunner in a segment called Retirement Planning Starts Today, John explained how the death of pensions could spell trouble for workers nearing retirement age. Sharing five essential tips to supercharge retirement planning, Barton insists a retirement account is not an ATM. “Think of your retirement as a black hole. Once you’ve contributed the money, tell yourself that it’s untouchable.” 

 

Creating Income for Life – November 2006
John Barton provides advice on retirement plans and how to create safe, predictable retirement income for a protracted period of time. Read the release.

Financial Planning Association, 2006 National Conference – October 2006
John Barton was an active participant at this year’s annual conference for the 55,000 professionals who belong to the Financial Planning Association. The conference provides an opportunity for financial professionals to network and share best practice ideas with such diverse group of colleagues from around the globe. Pictured here is John speaking with industry influential Norman M. Boone, CFP® (left) and Gil Weinreich, top editor at Research magazine (right).

 

Research Magazine – October 2006
In Creating Income for Life, John Barton and co-author Marie Swift help financial professionals understand ways that they can help clients nearing retirement generate safe, predictable retirement income for a protracted period of time. Read the article.

 

Living Longer Means Your Retirement Account Has to Live Longer Too – October 2006 The continually increasing life expectancy rates should be a retirement planning wake up call. “I can’t stress this enough. The important things to remember about saving for retirement are to be responsible, save as much as you can, and resist tapping into your retirement accounts too soon,” said John Barton as he explains steps for maintaining the well-being of any retirement plan. To read the full release Read more.

 

Five Perils to Your Retirement Well-Being – September 2006
The death of pensions, cuts to social security and dramatic legislative changes mean Americans need to make drastic planning changes to prepare for retirement. CERTIFIED FINANCIAL PLANNERTM professional, John Barton, offers tips to supercharge your retirement planning. Read the release.