Markets in Reverse Financial markets sputtered during the first quarter, with negative returns for both stocks and bonds. “Inflation + Putin” was a toxic combination for investors. As we write in early April, significant shifts are underway in economic and foreign policies, and the resulting uncertainties have taken a toll on investor confidence. Proper Perspective…

Up until the passage of the Equal Credit Opportunity Act in the 1970s, a woman’s credit application could be denied if her husband didn’t co-sign. Since then, women have become breadwinners, investors and more certain about managing their finances. New research by US Bank found that over the last two years, the percentage of women…

In just seven weeks, the market zeitgeist has pivoted from satisfaction and optimism to anxiety and dismay. Suffice it to say, “Inflation + Putin” has been a toxic combination for investors. Stock prices are 10-15% below the record highs that prevailed at the end of 2021. Bond prices have also declined, albeit much less than stocks,…

Now is the time for short and intermediate-term bond investments for those clients who want to create a balanced portfolio, said Brian Walker, wealth advisor at Bartlett Wealth Management. Because of the continuing inflation that is putting pressure on the U.S. and global economies, long-term bonds do not show much promise for returns, Walker, who…

Strategy Update 2022 As much as we hoped that 2022 would be a return to normalcy, so far this year has presented us with new challenges. For our 2022 Strategy Update, we presented A Balanced Approach – a reminder that during periods of market turbulence, it’s critical to remain steady in our approach. Bartlett team…