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July 2023 Market Value Update

July 2023 Market Value Update

by Robert Bartley | Aug 15, 2023 | Investing, Markets, Quarterly Update, Robert Bartley

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 anything) you should do about it. For more...
LATE SUMMER 2022 MARKET VALUE UPDATE

LATE SUMMER 2022 MARKET VALUE UPDATE

by Robert Bartley | Aug 19, 2022 | Markets, Quarterly Update, Robert Bartley

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 anything) you should do about it. A Quick Note: We...
My Black Belt Journey – Parallels to Investing

My Black Belt Journey – Parallels to Investing

by Robert Bartley | Aug 19, 2022 | Investing, Living Life, Robert Bartley

After approximately a 10-year journey, I was fortunate enough to achieve the rank of black belt this past February. The journey continues and in many ways has just begun. I am so grateful to my Sensei Terry Dow. I would be remiss if I didn’t also acknowledge two other...
How To Invest In This Environment Of High Inflation And Increasing Interest Rates

How To Invest In This Environment Of High Inflation And Increasing Interest Rates

by Robert Bartley | Apr 22, 2022 | Investing, Markets, Robert Bartley

Inflation There are certainly a lot of headwinds in the market with both inflation and interest rates climbing. As we are all painfully aware, the U.S. inflation rate is currently the highest it has been in 40 years. While there was hope that the inflation rate would...
July 2023 Market Value Update

SPRING 2022 MARKET VALUE UPDATE

by Robert Bartley | Apr 5, 2022 | Quarterly Update, Robert Bartley

Here’s our recent 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 NoteIs...
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  • 2025 Retirement Contribution Increases
  • Secure 2.0 Act Provisions Affecting Individual Retirement Savers
  • Year End Tax Planning
  • BOIR Filing Requirement
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