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Market Commentary – April 2024

Opportunities in the ETF Space: S&P 500 vs. Russell 1000

We prefer S&P 500 over the Russell 1000 because Russell contains some companies in the mid-cap range, says Craig Sarembock. He discusses what investors should pay attention to in 2023. He talks about looking for opportunities in the ETF space. He then goes over some trends to expect in the market in the new year….

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Exciting News – Announcing Our Louisville Office!

We are thrilled to announce the addition of a Louisville office to the Bartlett team as of January 1, 2023. Formerly operating as Regent Investment Management, this partnership will allow Bartlett to continue prioritizing excellent client service while growing our roster of wealth management professionals and expanding the firm’s presence in the Midwest. As part…

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Time is Right For Short-Term Bonds in Diversified Portfolio

Now is the time for short and intermediate-term bond investments for those clients who want to create a balanced portfolio, said Brian Walker, wealth advisor at Bartlett Wealth Management. Because of the continuing inflation that is putting pressure on the U.S. and global economies, long-term bonds do not show much promise for returns, Walker, who…

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