by Robert Bartley | Jun 28, 2024 | Investing, Markets, Robert Bartley
In the chart below the green line represents the capitalization weighted (based on size of company) S&P 500 index. The blue line represents the same 500 company stocks equally weighted in the index. Since early 2023 the market’s performance has been dominated by a...
by Robert Bartley | Jun 12, 2024 | Charitable Giving, Living Life, Robert Bartley
As co-chair of the Easterseals VIP campaign this year, I was asked about charitable giving and tax benefits at a recent event. I thought I would share some charitable tax planning ideas and make a final pitch for Easterseals VIP. We will be wrapping up the VIP...
by Robert Bartley | May 17, 2024 | Markets, Quarterly Update, Robert Bartley
We had a very nice market rally from last November to the end of March. The market corrected in early April but seems to have gotten back on an upward trajectory. Let’s take the long view of the current market and its value – and then ask how it affects your...
by Robert Bartley | Feb 28, 2024 | Markets, Quarterly Update, Robert Bartley
Here’s our January Market Value Update. The past year has been marked by unpredictability, culminating in a significant market rally towards the end of last year. Let’s take the long view of the current market and its value – and then ask how it affects your...
by Robert Bartley | Feb 8, 2024 | Living Life, Physical Health, Robert Bartley
It has been an honor to work with my Ju Jitsu/Kenpo partners (pictured above), who I have worked with for years. From left to right – yours truly, John, Mike, Mark, Erica, Brian, Jaeda and Delaney. They are an amazing group of people!!! As or more importantly,...
