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Let's Talk Cybersecurity: Protecting Your Identity

In case you missed it, last week, Bartlett clients and friends enjoyed “Let’s Talk Cybersecurity,” a conversation guided by identity protection expert Neal O’Farrell. Click below for a full recording and hear Mr. O’Farrell’s advice for protecting your identity against…

Business Courier Goes Outside with Bartlett CEO and Green Thumb, Kelley Downing

Healthy balance is the theme of a new Business Courier series that recently followed Bartlett CEO Kelley Downing into the garden for a look at what she enjoys most outside the office. The article weaves in clues about Downing’s background,…

Values that Drive Bartlett: Meeting Change with Inclusion

In January, our staff came together to create The Bartlett Way, a document outlining the values that drive our culture and underpin the reputation we strive to maintain, with examples that include: Make quality personal. Check your ego at the…

Alphabet Soup: Deciphering Acronyms for Your Best-Fit Bartlett Advisor

The financial world is full of acronyms. AUM, 401K, FINRA, IRA, RIA, SEC—the list goes on. And there’s a whole separate list for the various types of certification wealth management professionals can obtain to further develop and differentiate their skills…

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…

Learn to Spot and Avoid Fraudulent Calls with Bartlett Cybersecurity Education Site

Bartlett professionals have been made aware of an increase in fraudulent telephone activity designed to pressure or intimidate individuals into giving up personal information like social security numbers, banking account numbers, and other information. Recent reports have suggested that unknown…