Bartlett President Holly Mazzocca, CFP®, was quoted in Yahoo! Finance on September 26, 2025. Read the full article below.

President Holly Mazzocca, CFP® returned to CNBC’s Closing Bell live from New York City on Monday, September 15. Watch the full conversation below to hear Holly’s insights on a few trends that our firm is watching closely in today’s market.

For the last several months, our team at Bartlett has been watching Congress closely, anticipating decisions that could significantly impact our clients’ financial plans. With the One Big Beautiful Bill Act being signed into law on July 4, there are several key items that we’re keeping top of mind for our clients. Five of the…

Bartlett Wealth Management hosts Mid-Year Strategy Update on July 16, 2025 with introductory remarks from President and Wealth Advisor Holly Mazzocca, CFP®, followed by a panel discussion moderated by Wealth Advisor and Principal Brian Antenucci, CFA featuring: DISCLOSURE: All opinions expressed in this video are for general informational purposes only. Bartlett Wealth Management (“Bartlett”) does…

The midyear investment landscape offers a timely reminder of why foundational principles matter. The first half of 2025 saw markets crater in April amid a tariff shock, then quickly rebound and recover to new highs by June. Economic data surprised both positively and negatively, and geopolitics added fresh uncertainty. Through it all, the value of…