Like most other aspects of life, the financial landscape has been anything but typical over the past year. In light of the rocky ride we’ve all endured, it’s an opportune time to take a step back, take a deep breath, and take a good look at some of the elements essential to building your firm…

Wall Street endured a wild ride last week. The highlight was shares of GameStop (GME) jumping more than 400% as coordinated retail investor buying prompted panicked short-covering by hedge funds. Many hedge funds suffered spectacular losses as a result. It seems fitting (and a humorous irony) that the small investors who savaged the elites used…

In the wake of the coronavirus pandemic, the United States has experienced interest rates near record lows. On the surface, low interest rates might sound like a bad thing for investors, but in reality, these rates should be seen as a positive — especially for young people.  Toward the end of last year, the Federal…

In the spirit of transformation a new year brings, we’re pleased to share an evolution in Bartlett’s leadership. As of January 1, Kelley Downing, who has served as Bartlett’s President and CEO for the past 13 years, transitioned to the position of Executive Chair, while Jim Hagerty assumed the role of CEO, and Holly Mazzocca,…

Rewards for the Steadfast 2020 gave us the worst global health catastrophe in a century, a cratering economy, high unemployment, social unrest, and a bitter political slugfest. Someone with advance knowledge of these conditions might have expected low investment returns. But equity and bond investors were rewarded by solid progress. The market resilience confounded many…