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October 14, 2020
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…
October 7, 2020
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…
October 5, 2020
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…
September 29, 2020
A checklist for supporting your parents in retirement and beyond In the coming years, many of us will find ourselves in the position of providing support to our parents as they age. Whether managing finances, guiding care decisions, or ensuring their needs and desires are being met, as with so many things navigating these challenges…
August 31, 2020
This post is the latest in our series of deep dives into cybersecurity steps each of us can take to better safeguard ourselves against vulnerabilities online. Check out the first installment here. Maintaining your security in an increasingly digital world is not easy. Cybercriminals know this, and they stand ready to take advantage of people…
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