Blog


Getting Your Business Ready to Sell or Transition

June 14, 2018

Whether you’re thinking of selling a business soon or in the distant future, you should plan ahead for such a major financial move. You could be ready to take on your next big opportunity, or simply enjoy a well-earned retirement. Whatever the reason for moving on from the business you’ve worked ...


An Intern’s-Eye View of Bartlett

May 25, 2018

Last summer, Bartlett hired University of Cincinnati student Jared Wheeler as the firm’s first summer intern in several years. Jared came in with an open mind, ready to accept any challenge. Over his tenure, he became a valued and enthusiastic member of the team, always with a smile on his face. Given ...


How Should Nonprofits Invest?

May 15, 2018

Of all the challenges facing nonprofit foundations and endowments, issues surrounding finances and investing can be especially complex. In the last decade, many nonprofits have experienced funding cutbacks. Even those whose funding has remained stable are finding that money has to go further to meet ...


Enhancing Your Financial Literacy: 6 Topics to Explore

April 25, 2018

Did you know April is National Financial Literacy Month? With last year’s tax returns (hopefully!) wrapped up, it’s an ideal time to take a fresh look at your financial know-how. If you’re working with a wealth management professional like the Bartlett team, you probably already have a grasp of ...


Mentoring Up: An Investment for Future Success

April 10, 2018

We invest a considerable amount of our time at Bartlett Wealth Management forecasting the financial future. Unlike meteorologists with their eye on the next few days, investment managers and financial planners look years, even decades, ahead. That’s what it takes to integrate the ever-changing capital ...