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Investing For Impact Webinar

Socially-responsible strategies to align your money with your values. Join us for an in-depth discussion on the characteristics of Environmental, Social, and Governance (ESG) investing, including important factors to consider and how Bartlett integrates...

April 28, 2021 / Environmental, Social, Governance Investing

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Find out how we guide you through each phase of life.

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Market Commentary – April 2021

Looking Back Hockey legend Wayne Gretzky memorably said, “I skate to where the puck is going, not to where it has been.” A year ago, stock markets...

April 5, 2021 / Market Commentaries

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Bartlett Named in AdvisoryHQ “12 Best Financial Advisors in Cincinnati” Ranking

Cincinnati is one of Ohio’s largest metropolitan centers and the government seat of Hamilton County. It’s also home to 12 of the best financial advisors...

March 30, 2021 / In the News

Back to Basics: Top Tips for Managing Money in 2021 and Beyond

Like most other aspects of life, the financial landscape has been anything but typical over the past year. In light of the rocky ride we’ve all endured,...

March 10, 2021 / Financial Planning

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:...

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

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