by Robert Bartley | Aug 6, 2019 | Financial Planning, Legislation, Robert Bartley
The Secure Act passed overwhelmingly by Congress but hasn’t made its way through the Senate. Here’s a look at the Pros and Cons of the SECURE Act legislation. The 5 Major Pros to the SECURE Act Increasing the age for Required Minimum Distributions (RMDs) to age...
by Robert Bartley | Aug 6, 2019 | Financial Literacy, Investing, Markets, Quarterly Update, Robert Bartley
July 2019 Market Value Update 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...
by Robert Bartley | Jul 22, 2019 | Bonds, Investing, Markets, Robert Bartley
Finding Agreement with Ray Dalio’s Paradigm Shift The billionaire hedge fund manager Ray Dalio has been speaking out on the current state of economic affairs. His recent article Paradigm Shift argues that markets are poised to change, big time. I guess we are in good...
by Robert Bartley | Jul 11, 2019 | Bonds, Investing, Markets, Robert Bartley
How do you take advantage when markets are out of whack? “Out of whack” is an idiom defined by freedictionary.com as Not or no longer working or functioning properly or In a disordered or chaotic state. How do we know markets are out of whack? (Or, as my grandmother...
by Robert Bartley | Jun 13, 2019 | Financial Literacy, Investing, Markets, Quarterly Update, Robert Bartley
by Robert Bartley May 2019 Market Value Update Daily market value updates are like financial pornography – they’ll drive you crazy, so turn it off!!! Let’s see what the market value looks like for May, then take the long view of the stock market and its...
by Robert Bartley | Apr 22, 2019 | Living Life, Robert Bartley
by Robert Bartley Pop Quiz: Are You and Your Spouse Money Allies? Tips for a successful conversation about spending We work with a lot of successful, caring couples. They tend to have fundamental values in common and to share specific hopes for the future. I bet...
