by BartleyFinancial | May 14, 2020 | Community, Living Life
We had a great experience helping out one of our favorite local charities recently! We wanted to show support and appreciation to the heroes on the front lines at Families in Transition – New Horizons (FIT) and support a local business. These heroes at Families...
by Robert Bartley | Apr 30, 2020 | Financial Literacy, Investing, Markets, Quarterly Update, Robert Bartley
Here’s our April 2020 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...
by Ashley Rousseau | Apr 9, 2020 | Ashley Rousseau, Career Health, Living Life
Are You Working From Home With Kids? Do you find yourself working from home and your children learning remotely? How are you coping and managing? How do you balance being productive and helping your kids? We’ve been trying to find the balance in our household for a...
by Bianca Roberts | Apr 9, 2020 | Bianca Roberts, Inner Health, Living Life, Relationship Health
Be Sure To Make Memories We are living in scary and uncertain times right now and it seems there is little reprieve; smartphone alerts, daily emails from every single store you have ever purchased something from, news and social media outlets, and Whitehouse...
by BartleyFinancial | Apr 6, 2020 | Ashley Rousseau, Bianca Roberts, Financial Planning, Joanne Tackes, Robert Bartley
We conducted a webinar on Friday April 3rd titled What the He%#$ Does the Stimulus Package MEAN if You’re a Business Owner, Individual or Self-Employed?! Below is the recording of the webinar and the accompanying slide deck, as well as 2 supporting worksheets to help...
by BartleyFinancial | Apr 1, 2020 | Financial Planning, Markets, Robert Bartley
Answers For Your Stimulus Package Questions Are you confused, and have no clue how the stimulus package applies to you, especially as a business owner and someone who’s self-employed? Our team of CPA’s and CFP’s geeked out on the law (some guidance...
by Robert Bartley | Mar 30, 2020 | Investing, Markets, Robert Bartley
The venerable Bob Rodriguez, who predicted every bubble and burst going back to the late 1990’s, just wrote his thoughts on the economic stimulus package called – Preliminary Thoughts – The New World Order. He bemoans the excessive stimulus approach that...
by Robert Bartley | Mar 19, 2020 | Financial Planning, Investing, Markets
Fear not – this is the opportunity that savvy investors wait for. That is not to diminish the human impact of COVID-19. That is our first thoughts, to keep those most vulnerable safe, virus free. I pray that we all follow the expert’s advice and help out/work with our...
by Robert Bartley | Mar 5, 2020 | Investing, Robert Bartley
Warren Buffet was recently interviewed by CNBC. He noted that investors are reaching for yield, a human response to low interest rates but “stupid.” It always ends in tears. What he means is investors are buying riskier and riskier investments to compensate for the...
by Robert Bartley | Mar 2, 2020 | Investing, Markets, Robert Bartley
What’s the COVID-19 game plan for investments? Let’s quickly look at the market, the overall economy, and take a healthy investing perspective in a time where everyone is talking about health. The Market The market was over its skis (overbought) after the...
