by Robert Bartley | Jun 19, 2020 | Investing, Markets, Robert Bartley
This is a “real McCoy bubble…the chutzpah involved in having a bubble at a time of massive economic and financial uncertainty…” Jeremy Grantham had some eye popping comments in his recent interview with CNBC, summarized here by Market Watch. Jeremy Grantham is...
by Robert Bartley | Jun 12, 2020 | Financial Planning, Investing, Markets, Robert Bartley
It’s June, and there has been plenty of market movement we need to analyze! Keep reading… Wow! What a Rally! GMO investment managers noted in their recent first quarter 2020 newsletter that the S&P 500 grew from March 23rd the equivalent of 6 years of...
by Robert Bartley | Jun 9, 2020 | Living Life, Robert Bartley
So much going on socially. Let’s use this moment, the tragic killing of George Floyd, to transform our society so we all feel the great American experience equally. From what I have heard this week, it hit me that we desperately need to listen to each other to gain a...
by Robert Bartley | Apr 30, 2020 | Financial Literacy, Investing, Markets, Quarterly Update, Robert Bartley
Here’s our April 2020 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...
by BartleyFinancial | Apr 6, 2020 | Ashley Rousseau, Bianca Roberts, Financial Planning, Joanne Tackes, Robert Bartley
We conducted a webinar on Friday April 3rd titled What the He%#$ Does the Stimulus Package MEAN if You’re a Business Owner, Individual or Self-Employed?! Below is the recording of the webinar and the accompanying slide deck, as well as 2 supporting worksheets to help...
by BartleyFinancial | Apr 1, 2020 | Financial Planning, Markets, Robert Bartley
Answers For Your Stimulus Package Questions Are you confused, and have no clue how the stimulus package applies to you, especially as a business owner and someone who’s self-employed? Our team of CPA’s and CFP’s geeked out on the law (some guidance...