Strategy Update 2021 The Bartlett team took a deep dive into next-era wealth planning for this extraordinary time during our 2021 Strategy Update:...
February 23, 2021 / COVID-19 Coverage
In the wake of the coronavirus pandemic, the United States has experienced interest rates near record lows. On the surface, low interest rates might sound...
January 29, 2021 / COVID-19 Coverage
Rewards for the Steadfast 2020 gave us the worst global health catastrophe in a century, a cratering economy, high unemployment, social unrest, and...
January 8, 2021 / COVID-19 Coverage
Join us virtually on January 21st for Bartlett’s 2021 Strategy Update: New Ways of Life – and What it Means for Wealth Management. Bartlett...
January 21, 2021 / COVID-19 Coverage
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
It is no surprise that people are traveling much less than usual this year, and for good reason. Leading experts, including the CDC and WHO, recommend...
August 24, 2020 / COVID-19 Coverage
Stay in the know and in control of your financial future. Sign up for our monthly email newsletter to get updates on the newest content.
Δ
