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Let's Talk Cybersecurity: Protecting Your Identity

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…

Business Courier Goes Outside with Bartlett CEO and Green Thumb, Kelley Downing

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,…

Let’s Talk about Your Reasons for Buying a Vacation Home

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…

Values that Drive Bartlett: Meeting Change with Inclusion

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…

Here’s What You Need to Know About Alternative Investments

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,…

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…