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…

From career milestones to personal inspirations, Bartlett CFO and COO Chad Kolde, CPA, CFE offers a candid look into his professional and personal interests in a recent Q&A-style interview with the Cincinnati Business Courier. Featured as part of the 40 Under 40 series, Chad reflects on his professional journey, commitment to the community, and the influences behind his…

March Madness Global equity markets declined in March, a selloff provoked by higher oil prices following the onset of Operation Epic Fury in Iran. Foreign stock benchmarks fell by 8-10% for the month, while major U.S. indexes fell by roughly 6%. Bond prices declined slightly too, reflecting higher inflation risk. The S&P 500 Index was…