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What the ‘Investing in Opportunity Act’ means for investors

The U.S. Economy has made significant progress since the financial crisis. The unemployment rate is now down to 3.9% and GDP has been growing steadily. Despite all the progress we've seen, the recovery hasn’t reached as many regions of the…

Market Week Review

The Markets (as of market close August 10, 2018) Despite the continued strength shown in corporate earnings reports, investors reeled in their enthusiasm last week, sending the large caps of both the S&P 500 and the Dow plummeting. Ongoing tensions…

Market Week Review

The Markets (as of market close August 3, 2018) Tech and mid-cap stocks performed best last week following strong second-quarter corporate earnings reports. Led by the Nasdaq, each of the benchmark indexes listed here posted gains last week, except for…

Let’s Do Coffee: Our Favorite Meeting Spots

Whether it’s to discuss a major life transition coming up, review asset allocations, or learn more about our services, the Bartlett Wealth Management office in downtown Cincinnati is just one of many possible places for us to meet. Bartlett team…

Bartlett CEO Kelley Downing appeared on U.S. Bank Business Watch sponsored by the Cincinnati Business Courier

Bartlett CEO Kelley Downing appeared on U.S. Bank Business Watch sponsored by the Cincinnati Business Courier. She discussed Bartlett's 120-year history, the intersection of investment strategy and financial planning, and more. View her full interview:...

Bartlett Manager of Equity Research, Matthew Stith, CFA, quoted in Forbes article