by Robert Bartley | Dec 8, 2020 | Investing, Markets
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 With Covid-19 there has probably never...
by Robert Bartley | Nov 16, 2020 | Financial Planning
In 2019, a survey conducted by SCORE, a network of volunteer business mentors, found that 28% of businesses with fewer than ten employees offered small business retirement plans. Of those with 25 to 49 employees, that figure rose to only 63%. Twenty-two percent of the...
by Robert Bartley | Nov 3, 2020 | Financial Planning, Retirement
Signed into law late last year, the SECURE Act aims to incentivize small businesses to offer tax-advantaged retirement plans and workers to sign up for them. An acronym for ‘Setting Every Community Up for Retirement Enhancement’, the SECURE Act not only makes it...
by Robert Bartley | Oct 26, 2020 | Financial Planning, Taxes
The end of the year is fast approaching. A little preparation for tax season now could help reduce your 2020 tax bill, no matter whether you live in Massachusetts or New Hampshire. Read on for some strategies you can implement before we ring in the new year. Timing of...
by Robert Bartley | Oct 19, 2020 | Financial Planning, Retirement
While there are many advantages to offering a small business retirement plan, only about 45 percent of companies with fewer than 50 employees offer an employer-sponsored retirement plan. That is in contrast to businesses that employ 100 or more workers, in which 90...
by Robert Bartley | Oct 5, 2020 | Financial Planning, Retirement
First, I want to be clear that these small business retirement plans are available to all types of business structures, whether you have a sole-proprietorship, S or C Corporation, LLC taxed as a corporation or partnership, or a partnership. However, just because these...
by Robert Bartley | Jun 19, 2020 | Investing, Markets, Robert Bartley
This is a “real McCoy bubble…the chutzpah involved in having a bubble at a time of massive economic and financial uncertainty…” Jeremy Grantham had some eye popping comments in his recent interview with CNBC, summarized here by Market Watch. Jeremy Grantham is...
by Bianca Roberts | Jun 18, 2020 | Bianca Roberts, Career Health, Inner Health, Living Life
Here are some tips to avoid burnout when working from home, and to avoid blurring the lines between your work and home life. Have you been working from home while overseeing remote school or an in-home Mom/Dad daycare setting over the past umpteen weeks? How is THAT...
by Robert Bartley | Jun 12, 2020 | Financial Planning, Investing, Markets, Robert Bartley
It’s June, and there has been plenty of market movement we need to analyze! Keep reading… Wow! What a Rally! GMO investment managers noted in their recent first quarter 2020 newsletter that the S&P 500 grew from March 23rd the equivalent of 6 years of...
by Robert Bartley | Jun 9, 2020 | Living Life, Robert Bartley
So much going on socially. Let’s use this moment, the tragic killing of George Floyd, to transform our society so we all feel the great American experience equally. From what I have heard this week, it hit me that we desperately need to listen to each other to gain a...
