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FALL 2024 MARKET VALUE UPDATE

FALL 2024 MARKET VALUE UPDATE

by Robert Bartley | Dec 5, 2024 | Markets, Quarterly Update, Robert Bartley

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 NoteWe have experienced a post election bump in the market. That is usually the case when the results...
FALL 2024 MARKET VALUE UPDATE

SUMMER 2024 MARKET VALUE UPDATE

by Robert Bartley | Aug 29, 2024 | Markets, Quarterly Update, Robert Bartley

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 NoteIt is all about the economy stupid! Things have been slowing for a while. The labor market, a...
FALL 2024 MARKET VALUE UPDATE

SPRING 2024 MARKET VALUE UPDATE

by Robert Bartley | May 17, 2024 | Markets, Quarterly Update, Robert Bartley

We had a very nice market rally from last November to the end of March. The market corrected in early April but seems to have gotten back on an upward trajectory. Let’s take the long view of the current market and its value – and then ask how it affects your...
FALL 2024 MARKET VALUE UPDATE

January 2024 Market Value Update

by Robert Bartley | Feb 28, 2024 | Markets, Quarterly Update, Robert Bartley

Here’s our January Market Value Update. The past year has been marked by unpredictability, culminating in a significant market rally towards the end of last year. Let’s take the long view of the current market and its value – and then ask how it affects your...
FALL 2024 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...
FALL 2024 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...
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Recent Posts

  • 2025 Retirement Contribution Increases
  • Secure 2.0 Act Provisions Affecting Individual Retirement Savers
  • Year End Tax Planning
  • BOIR Filing Requirement
  • FALL 2024 MARKET VALUE UPDATE

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