We prefer S&P 500 over the Russell 1000 because Russell contains some companies in the mid-cap range, says Craig Sarembock. He discusses what investors should pay attention to in 2023. He talks about looking for opportunities in the ETF space. He then goes over some trends to expect in the market in the new year….

If you have clients who are business owners, you’re probably used to discussing taxation, succession planning, and other intricacies. But what if their businesses are in declining industries? It happened a lot during the pandemic—businesses that failed through no fault of their owners. So how can advisors help these clients weather the storm?

Year in Review For most investors, 2022 will be remembered but not missed. Using the S&P 500 Index as a proxy, it was the worst year for stocks since 2008. As for bonds, usually a steadier asset class, it was the worst year since 1994 for most benchmarks. This market distress was provoked by a…

We are thrilled to announce the addition of a Louisville office to the Bartlett team as of January 1, 2023. Formerly operating as Regent Investment Management, this partnership will allow Bartlett to continue prioritizing excellent client service while growing our roster of wealth management professionals and expanding the firm’s presence in the Midwest. As part…

This is the time of year that many of us take a pause in our busy lives to ponder what we are thankful for.  One of the many things that I am personally thankful for is people’s willingness to share their blessings with others. I was the beneficiary of generosity at a pivotal time in…