The Bear Facts We begin this quarterly message by acknowledging some sobering realities. Stocks entered “bear market” territory in June. At the recent low, the S&P 500 Index of large company stocks was down 22% from January record highs, while benchmarks of more aggressive stocks were almost 30% below 2021 highs. Foreign stocks generally paralleled…

Advisor Circle, a product and content studio for the financial services industry, is pleased to announce the latest slate of powerhouse speakers for the inaugural Future Proof Festival. Further amplifying the recently announced Changing Faces of Wealth initiative, Future Proof aims to promote an environment of equity and inclusion by providing a platform for female financial professionals to…

Bartlett has always taken cybersecurity very seriously. While caution is always our approach, current global events are making vigilance even more important. There has been a notable uptick in the number of instances of cybercrime and fraud since the invasion of Ukraine. We want to ensure you have the information you need to protect yourself…

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…