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Bob Is Living His Life On Purpose.

Bob Is Living His Life On Purpose.

by Robert Bartley | Apr 12, 2016 | Living Life, Robert Bartley

I recently spent a week in Florida with my daughter Keirra visiting our son. The first part of the week we spent on the beach (Shane was working) and the second part of the week we spent with Shane hiking, kayaking at Rainbow Spring, hanging out… How are you Living...
If You Haven’t Checked Your Portfolio Allocation–You’re Late!

If You Haven’t Checked Your Portfolio Allocation–You’re Late!

by Robert Bartley | Feb 10, 2016 | Investing, Robert Bartley

You need to review your risk before a market downturn. If you haven’t assessed your risk, including best and worst case scenario losses then do so NOW! Many investors don’t review their risk or entrust their advisor to do so. If neither you nor your advisor has...

Why Avoiding Large Market Downturns is Important.

by Robert Bartley | Feb 9, 2016 | Financial Literacy, Robert Bartley

Why avoiding large market downturns is important was recently well spelled out by GMO, an investment firm that has been around since 1977. GMO manages $117 billion in assets and has a $10 million minimum per client. These folks are darn good. They have invested in all...
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