by Bianca Roberts | Oct 28, 2021 | Financial Literacy
Chloé Valdary Diversity Training Simon Sinek interview I recently listened to Simon Sinek interview Chloé Valdary, an entrepreneur whose company, Theory of Enchantment, teaches diversity and inclusion. Frankly, listening to this podcast felt like inhaling a deep...
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...
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 | 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...
by Robert Bartley | Aug 6, 2019 | Financial Literacy, Investing, Markets, Quarterly Update, Robert Bartley
July 2019 Market Value Update Here’s our July 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...
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...
