by Robert Bartley | Mar 2, 2020 | Investing, Markets, Robert Bartley
What’s the COVID-19 game plan for investments? Let’s quickly look at the market, the overall economy, and take a healthy investing perspective in a time where everyone is talking about health. The Market The market was over its skis (overbought) after the...
by Robert Bartley | Feb 26, 2020 | Investing, Markets, Robert Bartley
Guy Raz’s interview with Ron Shaich the founder of Panera and Au Bon Pain has a lot to offer small business owners and investors. He notes that they brought Panera private from a publicly traded company so they could make decisions long-term instead of trying to...
by Robert Bartley | Feb 6, 2020 | Financial Planning, Investing, Markets, Robert Bartley
Let’s take a few minutes, look under the hood of our economy, and understand the poor economic and investment trends that will impact our investment strategies in 2020 and beyond. The Economic Outlook Is Not Encouraging Dr. Lacy Hunt’s latest Hoisington...
by Robert Bartley | Feb 3, 2020 | Financial Planning, Investing, Markets, Quarterly Update, Robert Bartley
January 2020 Market Value Update Here’s our January 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...
by Robert Bartley | Dec 23, 2019 | Financial Planning, Investing, Robert Bartley
The Treasury Department has announced inflation-adjusted limits for 2020 retirement account savings.IRA contribution limits remain the same for 2020. If you are under age 50 for the whole year, your contribution limit will be $6,000...