The season will undoubtedly look a little bit different this year, but ready or not, the holidays are approaching. Are your budget and bank account ready for the expenses associated with spreading cheer? The best thing you can do to get ready for the holidays – particularly from a financial perspective – is to sit…

As we enter the season of giving, charitable giving often comes to mind. Many of us are compelled to make a financial contribution to an organization or cause – both for the good it can do in the world and for the potential tax benefits it can provide.  But how can you be sure your…

2020 has brought all of us back to our core values. On September 30th Bartlett Wealth Management was joined by Calvert, Impax and The Greater Cincinnati Foundation to share how you can align your investments with your personal values through Environmental, Social and Governance Investing. This virtual discussion will focus on opportunities for individuals and…

Continuing Improvement Despite some weakness in September, U.S. and foreign equity markets posted solidly positive returns for the third quarter. Stocks were buoyed by continuing economic recovery and low interest rates. While the market rebound from the March 23rd low has been broadly based, U.S. large capitalization stocks have certainly been in the vanguard. As…

This post is the latest in our series of deep dives into cybersecurity steps each of us can take to better protect ourselves against vulnerabilities online. Check out our previous installments: Vigilance is Key to Protecting Yourself in a Digital World and Ways to Protect Yourself from Cybercrime When we go paperless for simplicity or…