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Meeting the Bartley Financial Team: A Memorable Experience
When I joined Bartley Financial as a paraplanner back in May 2023, I was excited but also a bit...
Stay Frosty – The Market Continues to be Dominated by a Handful of Stocks
In the chart below the green line represents the capitalization weighted (based on size of...
529 Favorable Changes!
Created in 1996, Section 529 plans – named after section 529 of the Internal Revenue Code – have...
Charitable Giving Tax Planning/Easterseals VIP Campaign Final Push
As co-chair of the Easterseals VIP campaign this year, I was asked about charitable giving and tax...
Surprise!
What do you do when your daughter’s boyfriend asks for your blessing and invites you to be a...
SPRING 2024 MARKET VALUE UPDATE
We had a very nice market rally from last November to the end of March. The market corrected in...
