In this webinar, Holly Mazzocca, CFP®, Wealth Advisor, Principal, and President of Bartlett Wealth Management, moderates a timely discussion on the current state of the market and the key trends that our firm is closely watching, featuring:

• Kailyn Neat, CFP®, CPWA®, Wealth Advisor
• Tim Back, CFA, CAIA, Director of External Manager Research
• James Lewis, CFA, Portfolio Manager, Senior Equity Research Analyst
• Jon Finkler, Head of Fixed Income Services

DISCLOSURE: All opinions expressed in this video are for general informational purposes only. Bartlett Wealth Management (“Bartlett”) does not provide tax or legal advice, and nothing contained in these materials should be taken as such. To determine which investments or planning strategies may be appropriate for you, consult your financial advisor or other industry professional prior to investing or implementing a planning strategy. As always please remember investing involves risk and possible loss of principal and past performance does not guarantee future returns; please seek advice from a licensed professional. The Barron’s Top 100 Registered Investment Advisors list is based on data compiled by Barron’s and includes factors such as assets under management, revenue generated, and the quality of the advisor’s practice. The Forbes Top RIA list is based on quantitative and qualitative data, such as revenue, assets under management, industry experience, and overall quality of practice. Bartlett did not pay a fee to be considered or included on these lists. Inclusion on these lists does not constitute an endorsement and is not indicative of future performance.