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Bartlett now offers Registered Life Planner® services—what it means for you

Earlier this month, Bartlett advisors Lori Poole and Woodrow Uible earned the Registered Life Planner® (RLP®) designation after completing an intensive program at the Kinder Institute of Life Planning. Take a look at what this exciting new designation...

November 20, 2019 / Bartlett Updates

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Investor Advice on COVID-19: Put Your Trust in U.S. Market Resilience

The stock market has experienced a tumultuous selloff, declining by more than 25% from the high reached on February 19, less than a month ago. If...

March 23, 2020 / Market Commentaries

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Jim Hagerty Provides Perspective Amidst COVID-19 Volatility

Bartlett Wealth Advisor and Principal, Jim Hagerty, was highlighted in Cincinnati Enquirer Opinion Column. He shares important reminders during the current...

March 19, 2020 / In the News

Steady and Ready: Bartlett’s 2020 Outlook

The Bartlett Wealth Management team offered a “Steady and Ready” approach to anticipating and managing economic trends in 2020 during our annual Market...

March 4, 2020 / Market Commentaries

Don’t Let These Hidden Costs Derail Your Retirement

When approaching retirement, the biggest concern tends to be, “Did I save enough?” And while that is certainly a valid question, many people make...

February 20, 2020 / Financial Planning

Prepping for Tax Season

We have entered 2020 and with a new year comes a new set of laws to consider when planning for your taxes. While many of the sweeping reforms that...

February 6, 2020 / Financial Planning

Market Commentary ~ January 2020

Proper Perspective By any measure, 2019 was terrific for investors. Stock and bond returns were buoyed by continuing economic growth, low inflation...

January 17, 2020 / Market Commentaries

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