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Connecting Values + Investments [Webinar Recording]

2020 has brought all of us back to our core values. On September 30th Bartlett Wealth Management was joined by Calvert, Impax and The Greater Cincinnati Foundation to share how you can align your investments with your personal values through Environmental,...

October 14, 2020 / Environmental, Social, Governance Investing

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Maximize the Impact of Your End-of-Year Gifts

As we enter the season of giving, charitable giving often comes to mind. Many of us are compelled to make a financial contribution to an organization...

November 2, 2020 / Financial Planning

Market Commentary – October 2020

Continuing Improvement Despite some weakness in September, U.S. and foreign equity markets posted solidly positive returns for the third quarter. Stocks...

October 7, 2020 / Market Commentaries

Safeguarding your passwords is key to preventing cybercrime

This post is the latest in our series of deep dives into cybersecurity steps each of us can take to better protect ourselves against vulnerabilities online....

October 5, 2020 / Cybersecurity

Bartlett Named to Barron’s Prestigious Top RIA Firms List for Second Year

We are delighted to announce that Bartlett Wealth Management has been recognized as one of Barron’s 2020 Top RIA Firms for the second year in a row....

October 2, 2020 / Bartlett Updates

Managing Finances for Aging Parents [Checklist]

A checklist for supporting your parents in retirement and beyond In the coming years, many of us will find ourselves in the position of providing support...

September 29, 2020 / Families

Virtual Coffee Chat: COVID-19’s Impact on Markets & Economies [Webinar Recording]

In September, Bartlett Wealth Advisor and Principal, Jim Hagerty, CFA, and Associate Investment Advisor, Aliya Riddle, CFA came together to discuss the...

September 10, 2020 / COVID-19 Coverage

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