From the pandemic to inflation, the economy and interest rates, investors have experienced unprecedented challenges over the past few years. We spoke with several experts in the wealth management industry who shared insight on what’s ahead for the future. Jason M. Katz, CPA, CFP, CEPA, wealth adviser and principal at Bartlett Wealth Management, says the biggest…

Advisory firms serious about hiring in 2023 say they are offering equity to seasoned professionals, establishing a pipeline through a local college, and mining networks for interns and career switchers. But recruiters interviewed for this story said the one thing they are not doing is going after another firm’s employees.

Conversations around money are getting better. However, they are still taboo for many men and women of all ages. Learn the strategies you need to discuss important topics surrounding finances and money management in this episode of INVEST IN WOMEN: The Podcast Series with Holly Mazzocca, president, wealth advisor and principal at Bartlett Wealth Management….

What are the odds of an economic recession this year? Take your pick of prognostications. Some pundits say there’s a better than 35% chance the U.S. will fall into a recession in coming months. Others predict a greater than 50-50 chance. A few doom-and-gloomers forecast recession’s likelihood at no less than 70%. But there’s one…

The run in shares of fast-growing firms is a reversal from last year, when cheap stocks enjoyed a rare stretch in the spotlight. Shares of fast-growing companies are leading the 2023 stock rally, but some investors say they don’t have much more room to run.