by Robert Bartley | Nov 15, 2023 | Joanne Tackes, Robert Bartley, Taxes
By Robert Bartley, CFP™, CPA (and Joanne Tackes) The end of the year is fast approaching. A little preparation for tax season now could help reduce your 2023 tax bill, no matter whether you live in Massachusetts, New Hampshire or elsewhere. Read on for some strategies...
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...
by Robert Bartley | Oct 5, 2023 | Legislation, Markets, Robert Bartley
The eye-popping excess spending/annual budget deficits and US public debt are staggering. That is bad enough but the politicians in Washington continue to double down on stupid (more). This is how bad is it?: $1.5 trillion deficit for fiscal year 2023. Yes, that is...
by Robert Bartley | Aug 15, 2023 | Markets, Robert Bartley
I am going to touch on various topics regarding the markets and economy. You can jump to those sections here: Recent Market Action Why is the economy still positive and inflation not subsiding faster? Where will interest rates go long term? What is next for the...
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...
by Robert Bartley | Aug 19, 2022 | 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. A Quick Note: We...
