Continuing Progress U.S. equity markets rose since our July report, buoyed by ongoing economic expansion and strong corporate profit growth. Foreign stock markets were disappointing, reflecting less vigorous economic conditions abroad and uncertainty about U.S. trade policy. With interest rates trending higher and bond prices thereby lower, most fixed income benchmarks posted lackluster returns. Year-to-date…

Halftime Numbers As we write in early July, major U.S equity benchmarks are 5 – 8% below record highs from January and many foreign markets are in “correction” territory. This weakness reflects concern about U.S. trade policy, higher interest rates, and a likely slowdown in corporate profit growth after 2018. First half results were lackluster…

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 basic money matters. But what about…

From Tranquil to Turbulent After steadily rising for more than fourteen months, the U.S. stock market experienced a reversal amid much higher volatility during the first quarter of 2018. As we write in early April, many equity benchmarks are 7-10% below highs recorded in January. First quarter results were generally lackluster. Positives and Negatives Updating…

After months of planning and refining, we’re thrilled to unveil an updated visual brand identity for Bartlett. This refreshed look—including logo, fonts, and colors—more accurately portrays our modern approach to wealth management. Among the changes you’ll see on the Bartlett website, social media channels, printed materials, and elsewhere: Color palette: Blues and green to signify…