Bartlett's Perspective on COVID-19 and How it Impacts Our Work
Join us virtually on January 21st for Bartlett’s 2021 Strategy Update: New Ways of Life – and What it Means for Wealth Management. Bartlett advisors, Jim Hagerty and Holly Mazzocca will discuss mega trends, post COVID-19 realities, the new...
January 21, 2021 / COVID-19 Coverage
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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
The season will undoubtedly look a little bit different this year, but ready or not, the holidays are approaching. Are your budget and bank account ready...
December 4, 2020 / Financial Planning
This post is the last in our series of deep dives into cybersecurity issues we should be aware of to keep ourselves and our assets safe online. Check...
December 1, 2020 / Cybersecurity
As we enter the season of giving, charitable giving often comes to mind. Many of us are compelled to make a financial contribution to an organization...
November 2, 2020 / Financial Planning
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