Popular Bartlett Insights

In case you missed it, last week, Bartlett clients and friends enjoyed “Let’s Talk Cybersecurity,” a conversation guided by identity protection expert Neal O’Farrell. Click below for a full recording and hear Mr. O’Farrell’s advice for protecting your identity against…

Healthy balance is the theme of a new Business Courier series that recently followed Bartlett CEO Kelley Downing into the garden for a look at what she enjoys most outside the office. The article weaves in clues about Downing’s background,…

Whether it’s a rustic cabin, seaside cottage, or trendy urban loft, vacation homes offer an alluring prospect. But as with any major investment, there are several factors to consider. First, it’s important to understand the real cost. In addition to…

In January, our staff came together to create The Bartlett Way, a document outlining the values that drive our culture and underpin the reputation we strive to maintain, with examples that include: Make quality personal. Check your ego at the…

Investors looking to diversify their portfolios from traditional investments are often curious about alternative investments, but in order to decide whether or not adding alternative investments to your own financial strategy makes sense, you must first understand what they are,…

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…