by Robert Bartley | Jun 28, 2024 | Investing, Markets, Robert Bartley
In the chart below the green line represents the capitalization weighted (based on size of company) S&P 500 index. The blue line represents the same 500 company stocks equally weighted in the index. Since early 2023 the market’s performance has been dominated by a...
by Phillip Kashin | Feb 8, 2024 | Financial Planning, Investing, Phillip Kashin
A Qualified Charitable Distribution (QCD) involves a transfer of funds from your IRA custodian directly to a qualified charity. Not only do QCDs count towards meeting your IRA required minimum distributions (RMDs) for the year, but they also come with distinct...
by Robert Bartley | Feb 8, 2024 | Investing, Markets, Robert Bartley
I am going to touch on various topics regarding the markets and economy. You can jump to those sections here: Recent Market Action Residential Housing Market Economic Slowdown and Investment Risk How should you position your portfolio to weather an economic...
by Robert Bartley | Dec 21, 2023 | Investing, Markets, Robert Bartley
I have been saying for over a year now; when the Federal Reserve shifts to communicating they are done raising interest rates we will have a rally, it may not be long term but there will be a rally. Well, here we are! In their December meeting the Fed not only...
by BartleyFinancial | Nov 15, 2023 | Investing, Markets, Quarterly Update, Robert Bartley
Here’s our October 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...
by Robert Bartley | Aug 15, 2023 | Investing, Markets, Quarterly Update, Robert Bartley
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 anything) you should do about it. For more...
