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Top four tips to keep your 401k on course during the COVID-19 crisis

Anyone who has checked on their 401k recently knows these accounts have not been immune to the market volatility caused by the COVID-19 crisis. It can be unsettling to stand idly by as you watch your hard-earned savings take a hit. Like a ship tossed...

May 6, 2020 / COVID-19 Coverage

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Taking Care of Business: How to Prepare your Business in a Global Pandemic

Business owners are certainly facing challenging times as they navigate a global pandemic while trying to ensure their business remains financially stable....

May 18, 2020 / COVID-19 Coverage

Is Now a Good Time to Invest?

In recent weeks we have heard a lot of talk about what is considered “essential” during this pandemic. Many of us have been taking personal inventory...

May 11, 2020 / COVID-19 Coverage

8 Financial planning opportunities in depressed markets

The news surrounding financial markets during this time of global pandemic has been unsettling, to put it mildly. Still, these challenging times can present advantageous...

April 27, 2020 / COVID-19 Coverage

“Are the skies clearing?” April 2020 Audio Update

Jim Hagerty, CFA shares a review on market activity and discusses the question, “Are the skies genuinely clearing?” on Bartlett’s April...

April 20, 2020 / COVID-19 Coverage

Market Commentary – April 2020

Long Distance Runner In our January report, we contrasted terrific investment results for 2019 with negative market conditions for 2018, a year that...

April 2, 2020 / COVID-19 Coverage

Tax Updates and Changes Related to COVID-19

Earlier this year, we shared our top tips for preparing for your 2019 income taxes. Well, the world has changed since then and so have tax laws. While...

April 2, 2020 / COVID-19 Coverage

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