Popular Bartlett Insights

In the business of wealth management, protecting clients’ assets and sensitive information is of the utmost importance. That’s why Bartlett is investing more than ever in technology and training to keep clients safe — particularly in recent years, as cyber…

The “giving season” is almost here, and your thoughts may be turning to families and organizations in need that could benefit from your generosity. Among the many reasons to engage in charitable giving, it’s a great way to reduce tax…

Bartlett featured on October cover of Financial Advisor Magazine This year marks Bartlett Wealth Management's 120-year legacy, and to celebrate, members of the leadership team sat down with Financial Advisor Magazine to reflect on 21st century measures the firm has taken to remain…

Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you'll want to take a look at how marriage will impact your financial situation. And…

Continuing Progress U.S. equity markets rose since our July report, buoyed by ongoing economic expansion and strong corporate profit growth. Foreign stock markets were disappointing, reflecting less vigorous economic conditions abroad and uncertainty about U.S. trade policy. With interest rates…