Sort by:

Here’s What You Need to Know About Alternative Investments

Investors looking to diversify their portfolios from traditional investments are often curious about alternative investments, but in order to decide whether or not adding alternative investments to your own financial strategy makes sense, you must first understand what they are,…

Market Commentary ~ July 2019

Record Highs          Equity and bond returns were bountiful in the first half, buoyed by rising corporate profits, increased dividends, falling interest rates, and low inflation. This was a nice reward for patience following the 2018 market…

Market Commentary ~ April 2019

Beware of Forecasts The last six months remind us of an old saying that stock market forecasting is like singing. Most of us should only do it in the shower, where nobody will hear us. The first quarter of 2019…

Hitting Singles and Doubles

The metaphors are many: Slow and steady wins the race. It’s a marathon, not a sprint. Little strokes fell great oaks. When it comes to maintaining wealth, these adages hold true. At Bartlett, we prefer to use a baseball analogy,…

Holding Fast in Shifting Tides: Bartlett Market Outlook, 2019

In January, Bartlett Wealth Management delivered its annual Market Outlook presentation at downtown’s Queen City Club. With many Bartlett partners, clients, and COI members in attendance for the event, the theme of “Shifting Tides” offered insights for anticipating and managing…

Market Commentary ~ January 2019

From Progress to Panic A “recession scare” swept through global stock markets in December, wiping out eleven months of moderate progress. Major indexes finished with negative performance, the most disappointing year for stock investors since 2008. Bonds posted break-even returns…