This year, Bartlett Wealth Management hosted our annual Strategy Update and our theme was a “Grounded Perspective.” In our event series moderated by President & Wealth Advisor Holly Mazzocca, our Bartlett panelists Justin Ellis, Jonathan Finkler, and Jason Katz provide their insights on areas of the industry that are “same as ever” and elements that will always inevitably change over time.

Over the next several weeks, we will be launching a special recap series of our 2024 Strategy Update, revisiting our panelists’ key takeaways from each section of the live event covering topics such as:

• Evolution of Financial Planning
• Update on the AI Cycle
• Federal Reserve Policy
• Current Market Trends
• Importance of Bonds
• Tax Cut and Jobs Act (TCJA) Sunset

Tune into this special edition series and revisit Bartlett’s philosophy on maintaining a “A Grounded Perspective.”