by Robert Bartley | Oct 24, 2019 | Investing, Markets, Robert Bartley
Just a quick update that highlights our recent Markets Out if Wack article. This market is not healthy. Performance helps provide an untarnished, fresh perspective. I can show a bunch of charts and graphs but let’s keep this simple. The best chart or information is...
by Bianca Roberts | Oct 18, 2019 | Bianca Roberts, Inner Health, Living Life
You have what it takes to conquer your goals. Have you taken pause lately, away from the daily grind, to think about what changes you want to make in your life today that will bring you more happiness and fulfillment next week, next month, next year? Maybe you have...
by Robert Bartley | Oct 9, 2019 | Financial Planning, Living Life, Markets, Robert Bartley
If you’re a Baby Boomer who’s considered selling your house or business, now is the time to do it. That’s because the important supply and demand dynamic is not in your favor – especially if you are selling a McMansion or business. I have been...
by Joanne Tackes | Sep 19, 2019 | Financial Planning, Joanne Tackes, Retirement
Do you have a few extra minutes in your day and really want to make them count? Consider these 5 simple money moves worth completing today. 1) Open an online bank account Online bank accounts typically offer higher interest rates than your corner bank, have great...
by Ashley Rousseau | Sep 4, 2019 | Ashley Rousseau, Career Health, Careers, Financial Planning
Finding a fee-only, family-friendly advisor is like striking gold for thinking through your finances and managing your wealth. Getting to work as that advisor is just as worthwhile. Trust me on that! My Background I graduated from the University of New Hampshire with...
by Bianca Roberts | Aug 15, 2019 | Bianca Roberts, Career Health, Inner Health, Living Life, Physical Health, Relationship Health
In order to understand how better self-care can lead to a better life, let me start with a simple question…Do you put yourself first? What I am asking is do you put your physical and mental well-being ahead of taking care of loved ones, doing your job, staying...
by Robert Bartley | Aug 6, 2019 | Financial Planning, Legislation, Robert Bartley
The Secure Act passed overwhelmingly by Congress but hasn’t made its way through the Senate. Here’s a look at the Pros and Cons of the SECURE Act legislation. The 5 Major Pros to the SECURE Act Increasing the age for Required Minimum Distributions (RMDs) to age...
by Robert Bartley | Aug 6, 2019 | Financial Literacy, Investing, Markets, Quarterly Update, Robert Bartley
July 2019 Market Value Update 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...
by Joanne Tackes | Aug 1, 2019 | Financial Planning, Joanne Tackes, Taxes
Let’s talk about what QBI is and how it could apply to your rentals for a second… What is the Qualified Business Income (QBI) deduction and does it apply to rental income? One of the changes included in The Tax Cuts and Jobs Act of 2017 that is creating a...
by Robert Bartley | Jul 22, 2019 | Bonds, Investing, Markets, Robert Bartley
Finding Agreement with Ray Dalio’s Paradigm Shift The billionaire hedge fund manager Ray Dalio has been speaking out on the current state of economic affairs. His recent article Paradigm Shift argues that markets are poised to change, big time. I guess we are in good...