Bartlett's Perspective on COVID-19 and How it Impacts Our Work
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...
December 16, 2020 / 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
Continuing Improvement Despite some weakness in September, U.S. and foreign equity markets posted solidly positive returns for the third quarter. Stocks...
October 7, 2020 / Market Commentaries
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
Rising Markets and Pervasive Worries As of midyear, equity markets have rebounded by almost 40% from lows reached in March, with U.S. “blue chip”...
July 6, 2020 / Market Commentaries
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.