by Robert Bartley | Jul 11, 2019 | Bonds, Investing, Markets, Robert Bartley
How do you take advantage when markets are out of whack? “Out of whack” is an idiom defined by freedictionary.com as Not or no longer working or functioning properly or In a disordered or chaotic state. How do we know markets are out of whack? (Or, as my grandmother...
by Bianca Roberts | Jun 26, 2019 | Bianca Roberts, Living Life, Physical Health
Save money and gain time! Have You Considered Grocery Shopping Online? Recently, a client of ours was in the office for a meeting, and Bob asked me to give them some tips about the online grocery shopping services that has dramatically changed the way I shop. If you...
by Robert Bartley | Jun 13, 2019 | Financial Literacy, Investing, Markets, Quarterly Update, Robert Bartley
by Robert Bartley May 2019 Market Value Update Daily market value updates are like financial pornography – they’ll drive you crazy, so turn it off!!! Let’s see what the market value looks like for May, then take the long view of the stock market and its...
by Joanne Tackes | May 24, 2019 | Financial Planning, Joanne Tackes, Taxes
Tax Planning and Donor-Advised Funds (DAF) for Charitable Giving According to the National Philanthropic Trust, the fastest-growing charitable giving vehicle in the United States is the donor-advised fund, accounting for 10.2% of all individual charitable giving in...
by Robert Bartley | Apr 22, 2019 | Living Life, Robert Bartley
by Robert Bartley Pop Quiz: Are You and Your Spouse Money Allies? Tips for a successful conversation about spending We work with a lot of successful, caring couples. They tend to have fundamental values in common and to share specific hopes for the future. I bet...
by Robert Bartley | Feb 14, 2019 | Investing, Markets, Robert Bartley
by Robert Bartley FEBRUARY 2019 MARKET VALUE UPDATE The daily market news is BS that will drive you crazy; turn it off!! Let’s take the long view of stock market valuation–and then ask the important questions, like how it affects your portfolio and what, if...
by Bianca Roberts | Feb 1, 2019 | Bianca Roberts, Inner Health, Living Life
According to a Marist poll, 44 percent of Americans made a resolution for 2019. Were you one of them? If so, get ready for some good news. You’re probably succeeding. For the past couple years, most resolutions setters–68 percent–have reported sticking...
by Bianca Roberts | Sep 10, 2018 | Bianca Roberts, Financial Planning
Transitioning from summer to fall is the perfect time to press the reset button by reconsidering your personal and financial goals: what you want for yourself and your family. I think this trumps the sometimes forced creation of New Year’s resolutions. I know I can’t...
by Joanne Tackes | Aug 24, 2018 | Insurance, Joanne Tackes, Retirement
We plan for long-term care costs with our clients. It is a very important part of risk management for our client’s plan. Where we are Fee-Only advisors, we do not sell insurance or any products. We work with pre-screened insurance advisors — not salespeople. We are...
by Robert Bartley | Aug 11, 2018 | Careers
Bartley Financial Advisors is pleased to announce a new job opening: Client Support Professional. We are currently taking applications for this position, which is available in our Bedford, New Hampshire location. This position allows for flexible hours as well as the...
