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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 and declining interest rates. 2019 results are summarized below along with outcomes for 2018, a down year that…

The SECURE Act: Financial Planning Challenges and Opportunities

It’s not very often that Congress passes sweeping legislative changes that affect retirement planning in a meaningful way, but that's exactly what happened when the SECURE Act was signed by President Trump last month. Most provisions of the Setting Every…

Bartlett's 2019 Year In Review

2019 was another banner year, and it’s all thanks to you!  This year, Bartlett Wealth Management: Experienced unprecedented growth, both in AUM and new employees;Earned regional and national recognition; Added to our growing list of advisory services;Deepened relationships between employees…

Kelley Downing Honored Among "Women Who Mean Business" in Cincinnati

On Dec. 5 at its annual luncheon celebration, the Cincinnati Business Courier recognized Bartlett Wealth Management president and CEO Kelley Downing among its “2019 Women Who Mean Business” honorees. (Click here to read more about the awards and profiles of…

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 means for…

Values that Drive Bartlett: Watching the Horizon

Earlier this year, we began taking a closer look at what drives Bartlett’s culture and reputation of excellence in service to our clients. What started as an internal discussion has evolved into The Bartlett Way, a document containing 22 core…