by Robert Bartley | Sep 2, 2025 | 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 just wrote an article about how this market is Priced for Perfection. We are in the MOST...
by Robert Bartley | Sep 2, 2025 | Investing, Markets, Robert Bartley, Stocks
The Market Value, as noted in our recent post, is the highest ever. An alarming recent development I have been hearing and reading from the Wall Street forever hype machine, is that even THEY are questioning the high valuations! The only time in my career I recall...
by Robert Bartley | Sep 2, 2025 | Legislation, Robert Bartley, Taxes
We will be writing more about this in the coming months. The bottom line is that most taxpayers win, especially seniors. I have linked a couple of brief articles below. Much of what you heard in the news and in campaign promises are in the bill. The campaign promises...
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...
