Revised as of April 4, 2025 Market Setback U.S. stock indexes had negative returns for the first quarter, a period that included a 10% decline from February highs. While a setback was arguably overdue, after big gains in 2023 and 2024, turbulence was worsened by significant policy uncertainty. Because trade tensions are especially important now,…

The stock market has experienced a tumultuous selloff in the last few trading sessions and very high volatility is likely to continue. At times like this, we like to reach out with insight and perspective. We start by admitting to a level of uncertainty about the economic outlook comparable to how we felt in March…

It is natural to be emotionally tied to the performance of your portfolio. The money you have and continue to save is vital for your future goals. Whether those goals are retiring early, funding your children’s education, or leaving a legacy, a market pullback can feel as if you are taking a step back from…

Bartlett’s President, Holly Mazzocca, had the opportunity to join CNBC Closing Bell live from New York City on Tuesday, March 25. Hear Holly’s perspective on why she believes in the significance of staying diversified in our current market.

For many college students, 529 plans have emerged as one of the most effective methods of saving for higher education expenses. These plans allow contributions on behalf of a beneficiary, which are then invested so that the funds—and any investment growth—can later be withdrawn tax-free to pay for qualified educational expenses. A key limitation of…