by BartleyFinancial | Nov 15, 2023 | Investing, Markets, Quarterly Update, Robert Bartley
Here’s our October Market Value Update. Looking at daily market news will drive you crazy. Instead, let’s take the long view of the current market and its value – and then ask how it affects your portfolio and what (if anything) you should do about it. A Quick...
by Phillip Kashin | Nov 15, 2023 | Living Life, Phillip Kashin
Last month my wife, Molly, and I had the opportunity to travel to Canada for two weeks to celebrate our one-year wedding anniversary and visit Molly’s grandparents. Our first stop was a few fun-filled days in Calgary with Molly’s maternal grandparents. Our second stop...
by Robert Bartley | Oct 5, 2023 | Legislation, Markets, Robert Bartley
The eye-popping excess spending/annual budget deficits and US public debt are staggering. That is bad enough but the politicians in Washington continue to double down on stupid (more). This is how bad is it?: $1.5 trillion deficit for fiscal year 2023. Yes, that is...
by Bianca Roberts | Oct 5, 2023 | Bianca Roberts, Living Life, Retirement
How did this happen? My tiny bundle of joy has morphed into a feisty, fun loving, intelligent and responsible teenager with a job! When Luci approached me last summer and voiced her desire to get a job, one of the first things I thought of was – time to open a...
by Joanne Tackes | Oct 5, 2023 | Financial Planning, Joanne Tackes, Taxes
Our federal income tax system is progressive – meaning that the tax rate imposed increases as your income increases. See the 2023 tax brackets below for those filing a joint return with their spouse. Married Filing JointTaxable Income RangeTotal Tax DueTax...
by Robert Bartley | Aug 15, 2023 | 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 Why is the economy still positive and inflation not subsiding faster? Where will interest rates go long term? What is next for the...
by Robert Bartley | Aug 15, 2023 | Investing, Markets, Quarterly Update, Robert Bartley
Here’s our July Market Value Update. Looking at daily market news will drive you crazy. Instead, let’s take the long view of the current market and its value – and then ask how it affects your portfolio and what (if anything) you should do about it. For more...
by BartleyFinancial | Aug 14, 2023 | Financial Planning, Phillip Kashin
We are happy to introduce our newest team member, Phillip Kashin, an aspiring CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Phillip shares our passion for helping our clients achieve their life goals through sound financial planning. A Purpose-Driven Transition...
by Joanne Tackes | Dec 27, 2022 | Investing, Joanne Tackes, Retirement
As we enter the new year, the Treasury Department has announced inflation-adjusted limits for 2023 retirement account savings. How different will your retirement contributions look in 2023? Let’s take a look… IRA contribution limits have increased $500 for...
by Robert Bartley | Aug 19, 2022 | Markets, Quarterly Update, Robert Bartley
Here’s our July Market Value Update. Looking at daily market news will drive you crazy. Instead, let’s take the long view of the current market and its value – and then ask how it affects your portfolio and what (if anything) you should do about it. A Quick Note: We...