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…

Rewards for the Resolute U.S. stocks registered excellent returns for 2021, buoyed by strong growth of corporate profits and dividends.  Most foreign stock markets had solid increases as well, though less vigorous than America. China was a notable exception; the stock market fell more than 20% amid an authoritarian crackdown by the government. More conservative…

Why do women need different financial planning and wealth management strategies than men? “My financial advisor doesn’t seem to listen to me.” “I feel disconnected from my money and planning for my future.” “I’m uncomfortable talking about money with friends and family.” Throughout my career, I’ve heard these and other similar concerns from female clients….

September Swoon After months of steady advance, stock prices broadly declined in September, with equity market benchmarks down 3-5% for the month. Notwithstanding this setback, equity indexes are up more than 10% for the year to date, nice progress for patient investors.  Prices of government and corporate bonds also fell in September, though these less…