by Robert Bartley | Aug 19, 2022 | Investing, Living Life, Robert Bartley
After approximately a 10-year journey, I was fortunate enough to achieve the rank of black belt this past February. The journey continues and in many ways has just begun. I am so grateful to my Sensei Terry Dow. I would be remiss if I didn’t also acknowledge two other...
by Robert Bartley | Apr 22, 2022 | Investing, Markets, Robert Bartley
Inflation There are certainly a lot of headwinds in the market with both inflation and interest rates climbing. As we are all painfully aware, the U.S. inflation rate is currently the highest it has been in 40 years. While there was hope that the inflation rate would...
by Robert Bartley | Apr 5, 2022 | Quarterly Update, Robert Bartley
Here’s our recent 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 NoteIs...
by Robert Bartley | Oct 28, 2021 | Taxes
Take The Politics Out Is there a reset button? I think a majority of us would like to start fresh! In a recent post about budget deficits I shared information including graphs on total taxes paid by each income group – high earners and everyone else. In...
by Joanne Tackes | Oct 28, 2021 | Taxes
The end of the year is fast approaching. A little preparation for tax season now could help reduce your 2021 tax bill. No matter whether you live in Massachusetts, New Hampshire or any state that has some form of income tax. Read on for some strategies you can...
by Bianca Roberts | Oct 28, 2021 | Financial Literacy
Chloé Valdary Diversity Training Simon Sinek interview I recently listened to Simon Sinek interview Chloé Valdary, an entrepreneur whose company, Theory of Enchantment, teaches diversity and inclusion. Frankly, listening to this podcast felt like inhaling a deep...
by Robert Bartley | Oct 13, 2021 | Markets
Here’s our September 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 Robert Bartley | Oct 12, 2021 | Stocks
In this article we will be discussing employer stock that you own from the various employee stock ownership plans such as Non-Qualified Stock Options (NQSOs), the various types of Restricted Stock Units (RSUs) , Incentive Stock Options (ISOs), Restricted Stock Awards...
by Joanne Tackes | Oct 7, 2021 | Investing
Congratulations, you have been awarded stock units by your employer! These awards come in a variety of flavors, but all represent the promise to transfer company stock (or a cash equivalent) to you at a later date or dates – the vesting date(s). If you are...
by Robert Bartley | Aug 12, 2021 | Succession Planning
Building a nest egg for retirement is the main goal of most working Americans. No one wants to run out of money after they’ve stopped working and be forced to depend on others (or the government) for subsistence. Thankfully, we have savings vehicles that provide...