by Robert Bartley | May 10, 2021 | Financial Planning, Succession Planning
Succession planning, as the term implies, involves the comprehensive planning of what will happen once you are no longer leading your business forward. This means not only thinking about how your personal financial situation will change but also thinking about how...
by Robert Bartley | May 3, 2021 | Succession Planning
Despite the fact that small business succession planning is often one of the last things many small business owners want to think about, it is still very important. And yet, many small business owners never get around to creating a succession plan. During the early...
by Robert Bartley | Mar 29, 2021 | Bonds, Stocks
The Economy We are going to see strong Gross Domestic Product (GDP) numbers for this quarter and into next quarter as compared to this time last year. Obviously, business/GDP ground to a halt at this time last year. Demand is picking up and will continue to pick...
by Robert Bartley | Mar 24, 2021 | Retirement
Government deficits don’t matter, right?!? Wrong. So it’s concerning to see our government digging an even bigger hole of national debt during the pandemic. I heard a satirist after the last round of $600 stimulus checks note, “Americans are a funny bunch, they get...
by Robert Bartley | Mar 22, 2021 | Financial Literacy, Financial Planning
When searching for an investment advisor, it’s easy to get bogged down in the jargon related to various financial professionals. However, when seeking someone to assist you with investment management, it’s worth putting in the time and effort to research the options...
