For investors looking to make a difference with their dollars, impact investing is a great way to align your portfolios with your values. While impact...
July 1, 2021 / Environmental, Social, Governance Investing
Socially-responsible strategies to align your money with your values. Join us for an in-depth discussion on the characteristics of Environmental, Social,...
April 28, 2021 / Environmental, Social, Governance Investing
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
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...
October 14, 2020 / Environmental, Social, Governance Investing
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