by Robert Bartley | Dec 5, 2024 | Financial Planning, Robert Bartley, Taxes
The end of the year is fast approaching. A little preparation for tax season now could help reduce your 2024 tax bill, no matter whether you live in Massachusetts, New Hampshire or elsewhere. Read on for some strategies you can implement before we ring in the new...
by Robert Bartley | Dec 5, 2024 | Financial Planning, Legislation, Robert Bartley
The Financial Crimes Enforcement Network’s (Fincen) Beneficial Ownership Information Report (BOIR) Filing Requirement BREAKING NEWS: FEDERAL COURT IN TEXAS BLOCKS BOIR REQUIREMENT (This means that at this time, there is no obligation to comply with the reporting...
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...
by Robert Bartley | Aug 29, 2024 | Inner Health, Living Life, Robert Bartley
🤯 As a whole, Americans are chronically unhealthy. It seems the deck is stacked against us! Our food source is wacked and our health system is dysfunctional; the incentives are all wrong. I realize, the last two sentences are probably not a surprise to many of...
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...
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...
