Popular Bartlett Insights

Like most big tasks in life, when it comes to creating a financial plan, it’s always best to enlist the help of a professional. And as research and conventional wisdom shows, working with a financial advisor can result in a…

Bartlett professionals have been made aware of an increase in fraudulent telephone activity designed to pressure or intimidate individuals into giving up personal information like social security numbers, banking account numbers, and other information. Recent reports have suggested that unknown…

In January, Bartlett Wealth Management delivered its annual Market Outlook presentation at downtown’s Queen City Club. With many Bartlett partners, clients, and COI members in attendance for the event, the theme of “Shifting Tides” offered insights for anticipating and managing…

“Self care” is a buzz phrase we hear a lot these days, and in general it involves taking steps to reduce stress and optimize wellness, with examples that include limiting screen time, using PTO, and practicing meditation. At Bartlett Wealth…