by Robert Bartley | Oct 5, 2020 | Financial Planning, Retirement
First, I want to be clear that these small business retirement plans are available to all types of business structures, whether you have a sole-proprietorship, S or C Corporation, LLC taxed as a corporation or partnership, or a partnership. However, just because these...
by Robert Bartley | Jun 19, 2020 | Investing, Markets, Robert Bartley
This is a “real McCoy bubble…the chutzpah involved in having a bubble at a time of massive economic and financial uncertainty…” Jeremy Grantham had some eye popping comments in his recent interview with CNBC, summarized here by Market Watch. Jeremy Grantham is...
by Robert Bartley | Jun 12, 2020 | Financial Planning, Investing, Markets, Robert Bartley
It’s June, and there has been plenty of market movement we need to analyze! Keep reading… Wow! What a Rally! GMO investment managers noted in their recent first quarter 2020 newsletter that the S&P 500 grew from March 23rd the equivalent of 6 years of...
by Robert Bartley | Jun 9, 2020 | Living Life, Robert Bartley
So much going on socially. Let’s use this moment, the tragic killing of George Floyd, to transform our society so we all feel the great American experience equally. From what I have heard this week, it hit me that we desperately need to listen to each other to gain a...
by Robert Bartley | Apr 30, 2020 | Financial Literacy, Investing, Markets, Quarterly Update, Robert Bartley
Here’s our April 2020 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...
