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Alphabet Soup: Deciphering Acronyms for Your Best-Fit Bartlett Advisor

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…

Market Commentary ~ July 2019

Record Highs          Equity and bond returns were bountiful in the first half, buoyed by rising corporate profits, increased dividends, falling interest rates, and low inflation. This was a nice reward for patience following the 2018 market…

Bartlett Family Expands to Include Chicago-based Lodestar Investment Counsel

With roots dating back more than 120 years, Bartlett Wealth Management enjoys a reputation as a premier financial organization that’s home to the industry’s finest talent. Our story is one of opportunities taken to better serve our clients. Today, we…

Financial Checklist for a Surviving Spouse

Very few painful life events can compare to losing a spouse. The emotions you’re experiencing can be overwhelming and oftentimes can be accompanied by concerns over your future financial security. You may be wondering… Who should I contact first? How…

Beyond 529 Plans: More Tax-Advantaged College Saving Strategies

As parents identify ways to save for college, it is important to know that all strategies are not created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college. Tax-advantaged strategies are…

Divorce Is Painful, but Your Financial Advisor Can Make It Bearable

While it’s true that 40 to 50 percent of all marriages end in divorce, very few people go into it with that mindset. When you also consider the fact that most divorces occur between the ages of 55 and 64…