by BartleyFinancial | Dec 21, 2023 | Living Life
By Robert Bartley and The BF Team As the year draws to a close we tend to reflect on the current year and think about the next. We are SO thankful for YOU! We are grateful for the trust and confidence our clients have put in us. It is truly an honor to work with...
by BartleyFinancial | Nov 15, 2023 | Investing, Markets, Quarterly Update, Robert Bartley
Here’s our October 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...
by BartleyFinancial | Aug 14, 2023 | Financial Planning, Phillip Kashin
We are happy to introduce our newest team member, Phillip Kashin, an aspiring CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Phillip shares our passion for helping our clients achieve their life goals through sound financial planning. A Purpose-Driven Transition...
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 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...
