by Robert Bartley | Feb 3, 2020 | Financial Planning, Investing, Markets, Quarterly Update, Robert Bartley
January 2020 Market Value Update Here’s our January 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...
by Robert Bartley | Dec 23, 2019 | Financial Planning, Investing, Robert Bartley
The Treasury Department has announced inflation-adjusted limits for 2020 retirement account savings.IRA contribution limits remain the same for 2020. If you are under age 50 for the whole year, your contribution limit will be $6,000...
by Robert Bartley | Dec 5, 2019 | Investing, Markets, Robert Bartley
As you can see from Jeffrey Gundlach of Doubleline Funds interview with Yahoo Finance he is not painting a rosy picture of the market. How does the market look like? The Yahoo Finance author paints Mr.Gundlach as a “bearish” investor. That is not accurate. I...
by Robert Bartley | Nov 15, 2019 | Financial Planning, Investing, Markets, Robert Bartley
Here is my analysis of The World Has Gone Mad and The System Is Broken by Ray Dalio. I hate to keep quoting hedge-fund manager Ray Dalio (see Ray Dalio Agrees – A Paradigm Shift Is Coming) but he is saying things that we all have to be aware of and think...
by Robert Bartley | Oct 24, 2019 | Investing, Markets, Robert Bartley
Just a quick update that highlights our recent Markets Out if Wack article. This market is not healthy. Performance helps provide an untarnished, fresh perspective. I can show a bunch of charts and graphs but let’s keep this simple. The best chart or information is...
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...
