Continued Progress Since our last update in July, stock and bond prices have been buoyed by rising corporate profits, moderating inflation, and falling interest rates. Moreover, market performance broadened in the latest quarter, with many sectors and industries participating. This more egalitarian condition was a welcome contrast to the dominance by a few elite stocks…

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,…

Most women seek financial advisor referrals from other women.

The Tax Cuts and Jobs Act (TCJA) of 2017 made significant changes to the Internal Revenue Code. Some of the most notable TCJA changes include the increased lifetime estate and gift tax exemption which almost doubled the previous levels, a reduction to individual and business income tax rates, and significant increases to the standard deduction….

Self-employed Americans have a path forward to a solid retirement by investing in a solo 401(k) plan.