Bartlett's Perspective on COVID-19 and How it Impacts Our Work
Strategy Update 2021 The Bartlett team took a deep dive into next-era wealth planning for this extraordinary time during our 2021 Strategy Update: New Ways of Life… And What it Means for Wealth Management. Before looking forward, we reflected...
February 23, 2021 / COVID-19 Coverage
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The 2021 Tax Season gets underway Friday, February 12 – and it’s going to be a messy one. Bartlett’s own Jason Katz, CPA, CFP, CEPA shared his...
February 19, 2021 / Financial Planning
Wall Street endured a wild ride last week. The highlight was shares of GameStop (GME) jumping more than 400% as coordinated retail investor buying prompted...
February 2, 2021 / Market Commentaries
In the wake of the coronavirus pandemic, the United States has experienced interest rates near record lows. On the surface, low interest rates might sound...
January 29, 2021 / COVID-19 Coverage
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 /
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
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
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