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October 2023 Market Value Update

October 2023 Market Value Update

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...
October 2023 Market Value Update

July 2023 Market Value Update

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...
2023 Retirement Contribution Increases

2023 Retirement Contribution Increases

by Joanne Tackes | Dec 27, 2022 | Investing, Joanne Tackes, Retirement

As we enter the new year, the Treasury Department has announced inflation-adjusted limits for 2023 retirement account savings. How different will your retirement contributions look in 2023? Let’s take a look… IRA contribution limits have increased $500 for...
My Black Belt Journey – Parallels to Investing

My Black Belt Journey – Parallels to Investing

by Robert Bartley | Aug 19, 2022 | Investing, Living Life, Robert Bartley

After approximately a 10-year journey, I was fortunate enough to achieve the rank of black belt this past February. The journey continues and in many ways has just begun. I am so grateful to my Sensei Terry Dow. I would be remiss if I didn’t also acknowledge two other...
How To Invest In This Environment Of High Inflation And Increasing Interest Rates

How To Invest In This Environment Of High Inflation And Increasing Interest Rates

by Robert Bartley | Apr 22, 2022 | Investing, Markets, Robert Bartley

Inflation There are certainly a lot of headwinds in the market with both inflation and interest rates climbing. As we are all painfully aware, the U.S. inflation rate is currently the highest it has been in 40 years. While there was hope that the inflation rate would...
Vesting and Taxation of Restricted Stock Units, Performance Shares, and Other Employee Equity Awards

Vesting and Taxation of Restricted Stock Units, Performance Shares, and Other Employee Equity Awards

by Joanne Tackes | Oct 7, 2021 | Investing

Congratulations, you have been awarded stock units by your employer! These awards come in a variety of flavors, but all represent the promise to transfer company stock (or a cash equivalent) to you at a later date or dates – the vesting date(s). If you are...
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Recent Posts

  • How to Prepare for the 2023 Tax Season
  • October 2023 Market Value Update
  • Our Trip to Canada and the Pursuit of Longevity
  • Washington B.S. – Mommy Please Make it Stop!
  • Your Teen and Saving for Retirement

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