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2021 Strategy Update

Join us virtually on January 21st for Bartlett’s 2021 Strategy Update: New Ways of Life – and What it Means for Wealth Management. Bartlett advisors, Jim Hagerty and Holly Mazzocca will discuss mega trends, post COVID-19 realities, the new...

January 21, 2021 / COVID-19 Coverage

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Bartlett Wealth Management Announces New CEO, President

In the spirit of transformation a new year brings, we’re pleased to share an evolution in Bartlett’s leadership. As of January 1, Kelley Downing,...

January 11, 2021 /

Market Commentary – January 2021

Rewards for the Steadfast 2020 gave us the worst global health catastrophe in a century, a cratering economy, high unemployment, social unrest, and...

January 8, 2021 / COVID-19 Coverage

Bartlett’s 2020 Year in Review

2020 has certainly been a year no one will soon forget. At Bartlett, we are grateful that we’re wrapping it up, having experienced extraordinary flexibility,...

December 29, 2020 / Bartlett Updates

Holiday Financial Planning: As Easy As 1, 2, 3…4

The season will undoubtedly look a little bit different this year, but ready or not, the holidays are approaching. Are your budget and bank account ready...

December 4, 2020 / Financial Planning

Beware of Email – Even if it Comes from Someone You Know

This post is the last in our series of deep dives into cybersecurity issues we should be aware of to keep ourselves and our assets safe online. Check...

December 1, 2020 / Cybersecurity

Maximize the Impact of Your End-of-Year Gifts

As we enter the season of giving, charitable giving often comes to mind. Many of us are compelled to make a financial contribution to an organization...

November 2, 2020 / Financial Planning

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