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New Ways of Life…And What it Means for Wealth Management

Strategy Update 2021 The Bartlett team took a deep dive into next-era wealth planning for this extraordinary time during our 2021 Strategy Update: New Ways of Life… And What it Means for Wealth Management. Before looking forward, we reflected...

February 23, 2021 / COVID-19 Coverage

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Jason Katz Quoted in Chicago Tribune Article on 2021 Tax Season

The 2021 Tax Season gets underway Friday, February 12 – and it’s going to be a messy one. Bartlett’s own Jason Katz, CPA, CFP, CEPA shared his...

February 19, 2021 / Financial Planning

Fun and GameStop

Wall Street endured a wild ride last week. The highlight was shares of GameStop (GME) jumping more than 400% as coordinated retail investor buying prompted...

February 2, 2021 / Market Commentaries

Low interest rates add up to economic opportunity for rising professionals

In the wake of the coronavirus pandemic, the United States has experienced interest rates near record lows. On the surface, low interest rates might sound...

January 29, 2021 / COVID-19 Coverage

Bartlett Wealth Management Announces New CEO, President

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 /

Market Commentary – January 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

Bartlett’s 2020 Year in Review

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

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