by Robert Bartley | Dec 31, 2017 | Markets, Robert Bartley
Everyone at BFA is, and I am sure that you are also grateful for a fantastic year in the stock market in 2017! Let’s hope the momentum continues. We would love to continue to stay on offense. As always, we are poised to switch to defense when it is necessary. The...
by Robert Bartley | Dec 27, 2017 | Robert Bartley, Taxes
WHAT TO DO BEFORE YEAR-END Pay/Prepay* (if not subject to AMT**) BEFORE 12/31/2017: Real estate taxes if you pay by check (not escrowed) (limited to $10k in 2018) State income tax via estimates or extra withholding on your bonus (limited to $10k in 2018) Miscellaneous...
by Robert Bartley | Dec 9, 2017 | Inner Health, Robert Bartley
“Tell me and I forget. Teach me and I remember. Involve me and I learn.”- Ben Franklin 1) Life is worthwhile if you LEARN. What you don’t know WILL hurt you. You have to have learning to exist, let alone succeed. Life is worthwhile if you learn from...
by Robert Bartley | Oct 16, 2017 | Quarterly Update, Robert Bartley
It has been a great year so far in the markets! We have certainly enjoyed this nice run since last November. Let’s hope it continues. We won’t complain about the good fortunes this year but you MUST keep a watchful eye on things. The market remains extremely...
by Robert Bartley | Oct 5, 2017 | Robert Bartley, Uncategorized
We are in the process of recruiting our next team member – a Financial Planner! We are looking for an ‘A’ player who wants to work with the best. There is opportunity for advancement and the ability to work remotely. Looking for a current CFP or someone with...
by Robert Bartley | Sep 10, 2017 | Physical Health, Robert Bartley
Gone are the days when fat was viewed as a major enemy by most people as they attempted to get fit and lose weight. Now, we’re starting to realize more and more how fats are going to be required for success and it’s becoming a bigger component to diet,...
