Bartlett’s President, Holly Mazzocca, had the opportunity to join CNBC Closing Bell live from New York City on Tuesday, March 25. Hear Holly’s perspective on why she believes in the significance of staying diversified in our current market.

For many college students, 529 plans have emerged as one of the most effective methods of saving for higher education expenses. These plans allow contributions on behalf of a beneficiary, which are then invested so that the funds—and any investment growth—can later be withdrawn tax-free to pay for qualified educational expenses. A key limitation of…

Whether the deduction limit is raised, eliminated or extended, there are steps taxpayers can take to minimize their tax burden

Step back in time to 1925 and compare the cost of living from then to today.

Year in Review 2024 was a difficult year for pessimists. The U.S. equity market soared to record highs, with large company stocks in the vanguard and technology at the forefront for a second consecutive year.  Outside the U.S., equity markets posted positive returns, though most countries lagged America’s performance. Less volatile assets, such as bonds…