Year in Review For most investors, 2022 will be remembered but not missed. Using the S&P 500 Index as a proxy, it was the worst year for stocks since 2008. As for bonds, usually a steadier asset class, it was the worst year since 1994 for most...
January 6, 2023 /
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We are thrilled to announce the addition of a Louisville office to the Bartlett team as of January 1, 2023. Formerly operating as Regent Investment Management,...
January 6, 2023
This is the time of year that many of us take a pause in our busy lives to ponder what we are thankful for. One of the many things that I am personally...
December 20, 2022 / Financial Planning
Here We Go Again Mark Twain once observed that history doesn’t repeat itself, but it rhymes. Perhaps the same could be said of Bartlett’s...
October 5, 2022 / Market Commentaries
Navigating the financial, legal, healthcare, and personal aspects of wellbeing Many of us may find ourselves in the role of caregiver as our loved...
September 16, 2022 / Families
The Bear Facts We begin this quarterly message by acknowledging some sobering realities. Stocks entered “bear market” territory in June. At...
July 6, 2022 / Market Commentaries
Advisor Circle, a product and content studio for the financial services industry, is pleased to announce the latest slate of powerhouse speakers for the...
April 12, 2022 / Female Leadership
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