by Joanne Tackes | Apr 12, 2016 | CPA, Joanne Tackes, Living Life
My future engineer had a great time in the FIRST Robotics Competition this season. I had a lot of fun watching her team’s robot in action both in person and via live-stream. Very few teams were able to scale the opponent’s tower in this year’s castle themed...
by Robert Bartley | Apr 12, 2016 | Markets, Robert Bartley
This article provides a good perspective on current stock market values and losses during recessions www.advisorperspectives.com/dshort/commentaries/Equity-Valuations-Reccessions-and-the-Market
by Robert Bartley | Apr 12, 2016 | Living Life, Robert Bartley
I recently spent a week in Florida with my daughter Keirra visiting our son. The first part of the week we spent on the beach (Shane was working) and the second part of the week we spent with Shane hiking, kayaking at Rainbow Spring, hanging out… How are you Living...
by Robert Bartley | Mar 15, 2016 | College Planning, Uncategorized
By Jessica K – When you think about sending your child to college, the first thought that probably comes to mind is cost which may leave you thinking “how the heck am I going to pay for it?”. My husband and I are expecting our first child in May, and we’re...
by Robert Bartley | Feb 10, 2016 | Investing, Robert Bartley
You need to review your risk before a market downturn. If you haven’t assessed your risk, including best and worst case scenario losses then do so NOW! Many investors don’t review their risk or entrust their advisor to do so. If neither you nor your advisor has...
by Robert Bartley | Feb 10, 2016 | Uncategorized
Mr. Gundlach, who is the founder of DoubleLine Capital, which manages over $70, billion in assets recently had a December 8, 2015 presentation titled “Tick, Tick, Tick…” He said US stocks are “whistling through the graveyard”. Mr. Gundlach’s DoubleLine Total Return...
by Robert Bartley | Feb 9, 2016 | Financial Literacy, Robert Bartley
Why avoiding large market downturns is important was recently well spelled out by GMO, an investment firm that has been around since 1977. GMO manages $117 billion in assets and has a $10 million minimum per client. These folks are darn good. They have invested in all...
by Robert Bartley | Feb 9, 2016 | Career Health
The 3 “C’s” of Leading with Confidence By Skip Weisman It is the rare human being who can maintain confidence 100% of the time. Even the best of leaders experience dips in confidence from time to time, from context to context and from situation to situation. The key...
by Robert Bartley | Feb 9, 2016 | Relationship Health
Dreams & Gridlock: the Two Professional Couple By Peter Vajda “Growth means change and change involves risk, stepping from the known to the unknown.” -Anonymous It’s not uncommon for professional couples to find themselves in gridlock these days. Not only are both...
by Robert Bartley | Feb 4, 2016 | Financial Literacy, Financial Planning
“Live within your means and save.” Boom! He drops the mike and walks off the stage! Ok, that encompasses the 2 Top Financial Habits …below I expand the list to 5. Master these The Top 5 Financial Habits that Guarantee Your Success and you master your financial...