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Fundamentals of Finance: Setting Our Children Up for Success

Bartlett Wealth Advisor Catherine Miller is joined by Kathy Palmer of the UC Economics Center and Arrianne Byrum of the Girl Scouts of Western Ohio to discuss practical ways to engage children of all ages in conversations about financial literacy. Register...

May 2, 2023 / Bartlett Updates

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Fundamentals of Finance: Resources for Parents & Grandparents to Kids of All Ages

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May 2, 2023 / Families

Kroger, Albertsons May Need to Divest of More Stores, Report Says

Kroger Co. and acquisition target Albertsons Cos. might have to divest of even more stores than originally planned in order to get past regulators’...

April 20, 2023 / Market Commentaries

How Kroger is Affected By Food at Home Costs Dropping for First Time in Three Years

The costs for consumers to eat food at home fell in March for the first time since 2020. That will have an impact on Cincinnati-based supermarket giant...

April 20, 2023 / Market Commentaries

What Gen X Women Need to Know to Get Ready For Retirement

Gen X women are now between the ages of 43 and 58, which means retirement is on the not-too-distant horizon for some of them. However, instead of looking...

April 19, 2023 / Female Leadership

TJX Stock is Just Right for Bargain Hunters

In the 1980s, T.J. Maxx’s slogan urged savvy shoppers to get “the max for the minimum,” emphasizing its low prices on quality products. Investors...

April 19, 2023 / Market Commentaries

What is the Widow’s Penalty?

Early in a relationship with a widowed client, I received a confused phone call from her.  She had received a notice saying that her Medicare premium...

April 3, 2023 / Financial Planning

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