by Robert Bartley | Feb 28, 2024 | Markets, Quarterly Update, Robert Bartley
Here’s our January Market Value Update. The past year has been marked by unpredictability, culminating in a significant market rally towards the end of last year. Let’s take the long view of the current market and its value – and then ask how it affects your...
by Bianca Roberts | Feb 28, 2024 | Bianca Roberts, Living Life
My family has hit a couple of milestones recently which have reminded me that my Mom was right (as she always is!)- enjoy those kiddos when they are little because they grow up way too fast. Luci turned 16 recently and is officially a licensed NH driver – yikes! We...
by Joanne Tackes | Feb 28, 2024 | Joanne Tackes, Taxes
October 2023 saw the passage of a bill providing $1B in tax cuts for Massachusetts taxpayers. With a new tax filing season upon us, it’s time to discuss some of the notable Massachusetts personal income tax law changes included in this bill as well as other recent...
by Robert Bartley | Feb 8, 2024 | Living Life, Physical Health, Robert Bartley
It has been an honor to work with my Ju Jitsu/Kenpo partners (pictured above), who I have worked with for years. From left to right – yours truly, John, Mike, Mark, Erica, Brian, Jaeda and Delaney. They are an amazing group of people!!! As or more importantly,...
by Phillip Kashin | Feb 8, 2024 | Financial Planning, Investing, Phillip Kashin
A Qualified Charitable Distribution (QCD) involves a transfer of funds from your IRA custodian directly to a qualified charity. Not only do QCDs count towards meeting your IRA required minimum distributions (RMDs) for the year, but they also come with distinct...
by Robert Bartley | Feb 8, 2024 | Investing, Markets, Robert Bartley
I am going to touch on various topics regarding the markets and economy. You can jump to those sections here: Recent Market Action Residential Housing Market Economic Slowdown and Investment Risk How should you position your portfolio to weather an economic...
by BartleyFinancial | Dec 21, 2023 | Living Life
By Robert Bartley and The BF Team As the year draws to a close we tend to reflect on the current year and think about the next. We are SO thankful for YOU! We are grateful for the trust and confidence our clients have put in us. It is truly an honor to work with...
by Robert Bartley | Dec 21, 2023 | Investing, Markets, Robert Bartley
I have been saying for over a year now; when the Federal Reserve shifts to communicating they are done raising interest rates we will have a rally, it may not be long term but there will be a rally. Well, here we are! In their December meeting the Fed not only...
by Phillip Kashin | Dec 21, 2023 | Financial Planning, Phillip Kashin, Retirement
As we enter the new year, the Treasury Department has announced inflation-adjusted limits for 2024 retirement account savings. How different will your retirement contributions look in 2024? Let’s take a look… IRA Contribution Limits have increased by $500 for 2024. If...
by Robert Bartley | Nov 15, 2023 | Joanne Tackes, Robert Bartley, Taxes
By Robert Bartley, CFP™, CPA (and Joanne Tackes) The end of the year is fast approaching. A little preparation for tax season now could help reduce your 2023 tax bill, no matter whether you live in Massachusetts, New Hampshire or elsewhere. Read on for some strategies...