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...
by Robert Bartley | Aug 12, 2021 | Succession Planning
Building a nest egg for retirement is the main goal of most working Americans. No one wants to run out of money after they’ve stopped working and be forced to depend on others (or the government) for subsistence. Thankfully, we have savings vehicles that provide...
by Robert Bartley | Jul 19, 2021 | Investing
The market is once again being dominated by a few large companies. The rally since March of 2020 had broad participation but that has waned. This is always a warning sign. The market can turn this around, but the current trend is less and less participation in this...
