by Robert Bartley | Oct 5, 2020 | Financial Planning, Retirement
First, I want to be clear that these small business retirement plans are available to all types of business structures, whether you have a sole-proprietorship, S or C Corporation, LLC taxed as a corporation or partnership, or a partnership. However, just because these...
by Robert Bartley | Jun 12, 2020 | Financial Planning, Investing, Markets, Robert Bartley
It’s June, and there has been plenty of market movement we need to analyze! Keep reading… Wow! What a Rally! GMO investment managers noted in their recent first quarter 2020 newsletter that the S&P 500 grew from March 23rd the equivalent of 6 years of...
by BartleyFinancial | Apr 6, 2020 | Ashley Rousseau, Bianca Roberts, Financial Planning, Joanne Tackes, Robert Bartley
We conducted a webinar on Friday April 3rd titled What the He%#$ Does the Stimulus Package MEAN if You’re a Business Owner, Individual or Self-Employed?! Below is the recording of the webinar and the accompanying slide deck, as well as 2 supporting worksheets to help...
by BartleyFinancial | Apr 1, 2020 | Financial Planning, Markets, Robert Bartley
Answers For Your Stimulus Package Questions Are you confused, and have no clue how the stimulus package applies to you, especially as a business owner and someone who’s self-employed? Our team of CPA’s and CFP’s geeked out on the law (some guidance...
by Robert Bartley | Mar 19, 2020 | Financial Planning, Investing, Markets
Fear not – this is the opportunity that savvy investors wait for. That is not to diminish the human impact of COVID-19. That is our first thoughts, to keep those most vulnerable safe, virus free. I pray that we all follow the expert’s advice and help out/work with our...
by Robert Bartley | Feb 6, 2020 | Financial Planning, Investing, Markets, Robert Bartley
Let’s take a few minutes, look under the hood of our economy, and understand the poor economic and investment trends that will impact our investment strategies in 2020 and beyond. The Economic Outlook Is Not Encouraging Dr. Lacy Hunt’s latest Hoisington...
