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…

President, Wealth Advisor, and Principal Holly Mazzocca, CFP®, CAP® returned to CNBC’s Closing Bell live from New York City on Monday, March 16. Watch the full conversation below to hear Holly’s perspective on what’s top of mind for investors in today’s evolving market.

A familiar expression that we often refer to at Bartlett is “time in the market is more important than market timing.” During our Winter Strategy Update, we emphasized how this saying held true, as the market remained strong in terms of performance, despite ongoing volatility. By relying on fundamentals over predictions, we’re able to act…

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…