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...
by Robert Bartley | Jun 9, 2017 | Financial Literacy, Living Life, Robert Bartley
This is the first article in a series of how to plan your finances. My colleague Bianca recently wrote a blog article. I loved Bianca’s article. It got me thinking, it may not be a bad idea to explain how to Live Your Life on Purpose and how that helps you plan your...
by Robert Bartley | Apr 22, 2016 | Financial Literacy, Robert Bartley
On April 19th I presented a class on Financial Literacy at Bishop Brady High School in Concord, NH. It was a lot of fun! The students were great. They asked great questions and were very engaged. I look forward to continuing to work with dean of students Mr. Bergeron...
