Advisory firms serious about hiring in 2023 say they are offering equity to seasoned professionals, establishing a pipeline through a local college, and...
March 29, 2023 / In the News
Conversations around money are getting better. However, they are still taboo for many men and women of all ages. Learn the strategies you need to discuss...
March 29, 2023 / Female Leadership
Navigating the financial, legal, healthcare, and personal aspects of wellbeing Many of us may find ourselves in the role of caregiver as our loved...
September 16, 2022 / Families
Advisor Circle, a product and content studio for the financial services industry, is pleased to announce the latest slate of powerhouse speakers for the...
April 12, 2022 / Female Leadership
Principles of Wealth: Episode 2 At the end of September, we were excited to launch Women Empowered to Invest, or WEinvest, Bartlett’s new female-focused...
November 12, 2021 / Female Leadership
Introducing our new podcast I couldn’t be more excited about Principles of Wealth, Bartlett’s brand-new podcast built at the intersection of finances...
September 2, 2021
This article opens in a new tab
A panel of local business leaders partnered with the Cincinnati Business Courier on Thursday, July 23 to host a Nonprofit Forum. The webinar...
August 27, 2020 / In the News
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...
May 6, 2020 / COVID-19 Coverage
“Self care” is a buzz phrase we hear a lot these days, and in general it involves taking steps to reduce stress and optimize wellness, with examples...
February 1, 2019 / Financial Planning
We invest a considerable amount of our time at Bartlett Wealth Management forecasting the financial future. Unlike meteorologists with their eye on the...
April 10, 2018 / Bartlett Updates
