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Bartlett Family Expands to Include Chicago-based Lodestar Investment Counsel

With roots dating back more than 120 years, Bartlett Wealth Management enjoys a reputation as a premier financial organization that’s home to the industry’s finest talent. Our story is one of opportunities taken to better serve our clients. Today, we…

Divorce Is Painful, but Your Financial Advisor Can Make It Bearable

While it’s true that 40 to 50 percent of all marriages end in divorce, very few people go into it with that mindset. When you also consider the fact that most divorces occur between the ages of 55 and 64…

Know Before You Go: Your Financial Pre-Travel Checklist

You probably know some of the more common ways to secure your finances before leaving town — things like exchanging currency and notifying your bank. But at Bartlett, we can think of a few more in-depth tasks to check off…

Market Commentary ~ April 2019

Beware of Forecasts The last six months remind us of an old saying that stock market forecasting is like singing. Most of us should only do it in the shower, where nobody will hear us. The first quarter of 2019…

Hitting Singles and Doubles

The metaphors are many: Slow and steady wins the race. It’s a marathon, not a sprint. Little strokes fell great oaks. When it comes to maintaining wealth, these adages hold true. At Bartlett, we prefer to use a baseball analogy,…

Adulting Doesn’t Have to Be Hard: Savings & Spending Tips for Millennials

A 2018 report from Bank of America revealed that one in six millennials — those born between 1981 and 1996 — is sitting on $100K or more in savings. Impressive, right? That is until you consider other surveys by LendEDU…