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...
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 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...
