Year in Review 2024 was a difficult year for pessimists. The U.S. equity market soared to record highs, with large company stocks in the vanguard and technology at the forefront for a second consecutive year.  Outside the U.S., equity markets posted positive returns, though most countries lagged America’s performance. Less volatile assets, such as bonds…

The union of the two largest grocers isn’t happening. Where does Kroger go from here?

This year, Bartlett Wealth Management hosted our annual Strategy Update and our theme was a “Grounded Perspective.” In our event series moderated by President & Wealth Advisor Holly Mazzocca, our Bartlett panelists Justin Ellis, Jonathan Finkler, and Jason Katz provide their insights on areas of the industry that are “same as ever” and elements that…

Join us Wednesday, Nov. 20 for Bartlett Wealth Management’s 2024 virtual Strategy Update “A Grounded Perspective”. This annual event will feature an introduction by our CEO, Jim Hagerty, CFA followed by a panel-style conversation moderated by President Holly Mazzocca, CFP® featuring: •             Jason Katz, CPA, CFP®, CEPA® – Wealth Advisor, Principal •             Justin Ellis, CFA,…

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