Market Setback U.S. stock indexes had negative returns for the first quarter, a period that included a 10% decline from February highs. While a setback was arguably overdue, after big gains in 2023 and 2024, turbulence was worsened by significant policy uncertainty. Because trade tensions are especially important now, this is the primary topic of…

Bartlett’s President, Holly Mazzocca, had the opportunity to join CNBC Closing Bell live from New York City on Tuesday, March 25. Hear Holly’s perspective on why she believes in the significance of staying diversified in our current market.

For many college students, 529 plans have emerged as one of the most effective methods of saving for higher education expenses. These plans allow contributions on behalf of a beneficiary, which are then invested so that the funds—and any investment growth—can later be withdrawn tax-free to pay for qualified educational expenses. A key limitation of…

Whether the deduction limit is raised, eliminated or extended, there are steps taxpayers can take to minimize their tax burden

Step back in time to 1925 and compare the cost of living from then to today.