by Robert Bartley | Jan 11, 2021 | Financial Literacy
If you’re looking to build and maximize your wealth through financial planning, you may have started to think about finding a financial planner. That’s a great idea – but choosing the right financial planner can be challenging. That’s because not all financial...
by Robert Bartley | Dec 28, 2020 | Financial Planning
Do you have financial goals? Not just a vague wishlist, like “I want to build my business to last” or “I should give more money to charity.” Those are more like hopes than goals. Financial goals help you set a course to the life you dream of living – and they...
by Robert Bartley | Dec 18, 2020 | Financial Planning, Inner Health
The Social Dilemma is a popular 2020 Netflix documentary that highlights how harmful social media/networking is to all of us, especially our children. My daughters implored me to watch this. After watching this documentary they deleted all of the social media apps off...
by Robert Bartley | Dec 14, 2020 | Financial Planning
Financial gurus on TV or social media love to make the road to financial success sound like a straight and narrow path. Buy index funds, pack your own lunch, and forgo the $5 Starbucks latte – good advice for saving a few dollars here and there, but hardly the...
by Robert Bartley | Dec 8, 2020 | Investing, Markets
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 With Covid-19 there has probably never...
