A Dickensian Market “It was the best of times, it was the worst of times.” The memorable beginning of A Tale of Two Cities aptly describes investment results for the third quarter. In the U.S., large company stocks reached record highs while small company stocks fell sharply. Rising interest rates created the best income opportunities…

Owning a business can be all-consuming. Successful owners become skilled at moving quickly to serve clients, lead employees, monitor financials, and plan for what comes next. In the midst of that activity, it can be difficult to slow down and ask a different kind of question: How is this business supporting my broader life and…

Defying the Skeptics Global equity markets are near record highs in early July, having swiftly recovered from an 8-10% selloff in March at the outset of war in Iran. While diplomatic progress has been tenuous, economic growth has continued and business results have been strong for a variety of technology, industrial, and financial companies. We…

Bartlett President Holly Mazzocca, CFP®, CAP® joined CNBC Closing Bell on Tuesday, May 27 to weigh in on the relationship between market momentum and fundamentals, and why concerns about AI disruption in cybersecurity may be overdone.

Signed into law last summer, the One Big Beautiful Bill Act introduced a new type of savings account known as Trump Accounts or 530A accounts. Beginning July 4, 2026, these new long-term investment accounts can be opened to help families build tax-advantaged retirement savings for children under the age of 18. With other savings vehicles…