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Market Commentary ~ January 2019

From Progress to Panic A “recession scare” swept through global stock markets in December, wiping out eleven months of moderate progress. Major indexes finished with negative performance, the most disappointing year for stock investors since 2008. Bonds posted break-even returns…

3 Values That Drive Culture at Bartlett Wealth Management

In 2018, we renewed our commitment to the core values that guide our organization, motivating us toward the culture we hope to achieve and the reputation we strive to maintain. We summed up these tenets in a document called “The…

Raising a Toast to Bartlett’s Success in 2018

2018 was a milestone year for Bartlett Wealth Management — in more ways than one. We commemorated our 120-year legacy in visual form by sponsoring a public ArtWorks mural in Cincinnati’s historic Pendleton neighborhood. We also unveiled a new brand…

Four Principles for Fixed-Income Investing in a Changing Market

“Fixed income” is investment-speak for bonds and bond-like investments. These are income producing vehicles that tend to have a fixed maturity date when the investor receives his or her principle investment back. They tend to be viewed as the conservative…

Your Year-End Tax Planning Checklist

As the end of the year approaches, it's time to consider strategies that could help you reduce your tax bill. The largest tax-reform package since 1986 was passed at the end of 2017, and it has changed some conventional thinking…

How to Choose an Investment Advisor Who Will Act in Your Best Interest

Whether you’re approaching mid-career, eyeing retirement, or determining how to preserve and grow wealth for future generations, financial goals all have one thing in common: They’re easier to achieve if you have the right help. A strong wealth management partner…