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Investor Advice on COVID-19: Put Your Trust in U.S. Market Resilience

The stock market has experienced a tumultuous selloff, declining by more than 25% from the high reached on February 19, less than a month ago. If you’re feeling shell-shocked, you have plenty of company. It’s fair to say the United…

Jim Hagerty Provides Perspective Amidst COVID-19 Volatility

Bartlett Wealth Advisor and Principal, Jim Hagerty, was highlighted in Cincinnati Enquirer Opinion Column. He shares important reminders during the current market volatility.

Steady and Ready: Bartlett's 2020 Outlook

The Bartlett Wealth Management team offered a “Steady and Ready” approach to anticipating and managing economic trends in 2020 during our annual Market Outlook presentations delivered in both Cincinnati and Chicago earlier this year. After a chaotic end to 2018…

Don’t Let These Hidden Costs Derail Your Retirement

When approaching retirement, the biggest concern tends to be, “Did I save enough?” And while that is certainly a valid question, many people make the mistake of being so consumed with savings they forget about the money they may wind…

Prepping for Tax Season

We have entered 2020 and with a new year comes a new set of laws to consider when planning for your taxes. While many of the sweeping reforms that were part of the Tax Cuts and Jobs Act of 2017…

Market Commentary ~ January 2020

Proper Perspective By any measure, 2019 was terrific for investors. Stock and bond returns were buoyed by continuing economic growth, low inflation and declining interest rates. 2019 results are summarized below along with outcomes for 2018, a down year that…