by Robert Bartley | Apr 30, 2020 | Financial Literacy, Investing, Markets, Quarterly Update, Robert Bartley
Here’s our April 2020 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 Note...
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 30, 2020 | Investing, Markets, Robert Bartley
The venerable Bob Rodriguez, who predicted every bubble and burst going back to the late 1990’s, just wrote his thoughts on the economic stimulus package called – Preliminary Thoughts – The New World Order. He bemoans the excessive stimulus approach that...
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 | Mar 2, 2020 | Investing, Markets, Robert Bartley
What’s the COVID-19 game plan for investments? Let’s quickly look at the market, the overall economy, and take a healthy investing perspective in a time where everyone is talking about health. The Market The market was over its skis (overbought) after the...
by Robert Bartley | Feb 26, 2020 | Investing, Markets, Robert Bartley
Guy Raz’s interview with Ron Shaich the founder of Panera and Au Bon Pain has a lot to offer small business owners and investors. He notes that they brought Panera private from a publicly traded company so they could make decisions long-term instead of trying to...