Community support has always held a prominent place in Bartlett’s culture. As we approach the end of 2017, it’s gratifying to reflect on how many opportunities we’ve had to serve our neighbors throughout greater Cincinnati. From individual employees to corporate sponsorships, take a look at some of this year’s highlights of Bartlett community service and…

The IRS recently announced the 2018 changes to tax benefits.  Some areas saw slight increases while others remain unchanged.  A few of the highlights include: Retirement Accounts Changes The contribution limit to 401(k), 403(b), most 457 plans and the federal government’s Thrift Savings Plan increased from $18,000 to $18,500. The catch-up contribution for those age…

Global Growth “America First! America First! America First!” It was certainly a memorable line from Inauguration Day, but it was not prophetic as to 2017 stock market performance. Improving economic growth in Europe and Asia buoyed foreign markets to continuing progress in the third quarter, with major  benchmarks  on pace for the best annual showing…

A Crowded Summit Major asset classes are near record levels following a rewarding first half for investors.   Source: Interactive Data Corporation It’s the Economy Continuing progress has occurred despite controversies here at home and abroad, and this has surprised many commentators. However, there is precedent for such market resilience. It all depends on the…

Rising Markets The first quarter was rewarding for investors. U.S. and foreign equity markets performed well and bonds also provided positive returns. Bartlett’s economic and market outlook has been positive in recent times, but we must admit to being pleasantly surprised by such a vigorous start to the year. ECONOMIC PROGRESS Higher stock prices paralleled…