The union of the two largest grocers isn’t happening. Where does Kroger go from here?

This year, Bartlett Wealth Management hosted our annual Strategy Update and our theme was a “Grounded Perspective.” In our event series moderated by President & Wealth Advisor Holly Mazzocca, our Bartlett panelists Justin Ellis, Jonathan Finkler, and Jason Katz provide their insights on areas of the industry that are “same as ever” and elements that…

Join us Wednesday, Nov. 20 for Bartlett Wealth Management’s 2024 virtual Strategy Update “A Grounded Perspective”. This annual event will feature an introduction by our CEO, Jim Hagerty, CFA followed by a panel-style conversation moderated by President Holly Mazzocca, CFP® featuring: •             Jason Katz, CPA, CFP®, CEPA® – Wealth Advisor, Principal •             Justin Ellis, CFA,…

Most women seek financial advisor referrals from other women.

The Tax Cuts and Jobs Act (TCJA) of 2017 made significant changes to the Internal Revenue Code. Some of the most notable TCJA changes include the increased lifetime estate and gift tax exemption which almost doubled the previous levels, a reduction to individual and business income tax rates, and significant increases to the standard deduction….