by Robert Bartley | Jul 19, 2021 | Investing
The market is once again being dominated by a few large companies. The rally since March of 2020 had broad participation but that has waned. This is always a warning sign. The market can turn this around, but the current trend is less and less participation in this...
by Robert Bartley | Jul 19, 2021 | Retirement
If you are worried about how Required Minimum Distributions (RMDs) might affect your taxes in retirement, you’re smart to think ahead. Americans who engage in careful RMD tax planning can put more of their savings into their pocket instead of in the IRS’ coffers....
by Robert Bartley | Jul 13, 2021 | Investing
Do you have a retirement income strategy? Does it take into account Required Minimum Distributions (RMDs)? If not, you may find yourself in quite a pickle after age 72. The IRS stipulates that a portion of tax-deferred retirement accounts must be withdrawn...
by Robert Bartley | Jun 30, 2021 | Investing, Retirement
Required Minimum Distributions, or RMDs, affect IRAs in different ways that every retirement account holder should understand. There are different types of IRAs, each of which has qualities that can be combined to benefit retirement savers. One critical difference...
by Robert Bartley | Jun 7, 2021 | Succession Planning
When you’re the owner of a successful business that you have grown over the years, succession planning is one of the most difficult transitions you’ll experience. You’ve poured years or decades of your life, and possibly your family’s time as well, into creating your...
by Robert Bartley | Jun 2, 2021 | Markets
Here’s our May 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 The...
by Robert Bartley | May 31, 2021 | Succession Planning
Family business succession planning is the tool you need to help your business endure for generations to come. When you’ve spent years of your life working hard to build a successful business, you want to be sure it survives and remains strong even after you step away...
by Robert Bartley | May 10, 2021 | Financial Planning, Succession Planning
Succession planning, as the term implies, involves the comprehensive planning of what will happen once you are no longer leading your business forward. This means not only thinking about how your personal financial situation will change but also thinking about how...
by Robert Bartley | May 3, 2021 | Succession Planning
Despite the fact that small business succession planning is often one of the last things many small business owners want to think about, it is still very important. And yet, many small business owners never get around to creating a succession plan. During the early...
by Robert Bartley | Mar 29, 2021 | Bonds, Stocks
The Economy We are going to see strong Gross Domestic Product (GDP) numbers for this quarter and into next quarter as compared to this time last year. Obviously, business/GDP ground to a halt at this time last year. Demand is picking up and will continue to pick...
