Bad Start, Happy Ending 2025 was barely underway when the Chinese artificial intelligence startup DeepSeek shocked the technology universe with the introduction of its R1 reasoning model. This low-cost AI system provoked a “Sputnik Moment” for investors, who feared the US could be surpassed by China in the race for AI dominance. Leading US technology…

In this webinar, Holly Mazzocca, CFP®, CAP®, Wealth Advisor, Principal, and President of Bartlett Wealth Management, moderates an engaging panel discussion examining the key areas our firm is focused on as the year unfolds. Featuring: DISCLOSURE: All opinions expressed in this video are for general informational purposes only. Bartlett Wealth Management (“Bartlett”) does not provide…

Alternative investments are playing a growing role in modern portfolio construction. Once dominated by publicly traded stocks and bonds, today’s investment landscape is beginning to gravitate towards nontraditional strategies. As a result, alternative investments are quickly becoming an attractive option for investors seeking additional methods to strengthen and diversify their long-term portfolios. In response to…

Wealth Advisor Gina Slayton, CFP®, CEPA® joined the “Cincinnati Edition” live on WVXU of Cincinnati Public Radio to discuss the factors to consider when deciding the best time to claim Social Security.

Portfolio Manager and Senior Equity Research Analyst, James Lewis, CFA® was quoted in the Cincinnati Business Courier on January 5, 2026.