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...
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...
by Robert Bartley | Oct 28, 2021 | Taxes
Take The Politics Out Is there a reset button? I think a majority of us would like to start fresh! In a recent post about budget deficits I shared information including graphs on total taxes paid by each income group – high earners and everyone else. In...
by Robert Bartley | Oct 13, 2021 | Markets
Here’s our September 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...
by Robert Bartley | Oct 12, 2021 | Stocks
In this article we will be discussing employer stock that you own from the various employee stock ownership plans such as Non-Qualified Stock Options (NQSOs), the various types of Restricted Stock Units (RSUs) , Incentive Stock Options (ISOs), Restricted Stock Awards...
