The Bartlett Wealth Management team offered a “Steady and Ready” approach to anticipating and managing economic trends in 2020 during our annual Market Outlook presentations delivered in both Cincinnati and Chicago earlier this year. After a chaotic end to 2018 and an exceptional 2019, the phrase, “Steady and Ready” emphasizes Bartlett’s diligent efforts to tune…

Proper Perspective By any measure, 2019 was terrific for investors. Stock and bond returns were buoyed by continuing economic growth, low inflation and declining interest rates. 2019 results are summarized below along with outcomes for 2018, a down year that climaxed with a major selloff in December. As Bartlett was not downcast after 2018, we…

2019 was another banner year, and it’s all thanks to you!  This year, Bartlett Wealth Management: Experienced unprecedented growth, both in AUM and new employees;Earned regional and national recognition; Added to our growing list of advisory services;Deepened relationships between employees and clients; and Gave back in meaningful ways to the communities we love.  And that’s…

Satisfying Progress By any measure, 2019 has been a good year for investors so far, defying many skeptics. Rising corporate profits, increasing dividend payments and declining interest rates have been a favorable combination. Major asset classes are near record levels, with U.S. stocks in the vanguard of performance. Positives and Negatives As we write in…

The financial world is full of acronyms. AUM, 401K, FINRA, IRA, RIA, SEC—the list goes on. And there’s a whole separate list for the various types of certification wealth management professionals can obtain to further develop and differentiate their skills as advisors and planners. Last month, when Bartlett Wealth Advisor and Principal Jason Katz became…