Wealth Advisor Gina Slayton, CFP®, CEPA® joined the “Cincinnati Edition” live on WVXU of Cincinnati Public Radio to discuss the factors to consider when deciding the best time to claim Social Security.

Bad Start, Happy Ending 2025 was barely underway when the Chinese artificial intelligence startup DeepSeek shocked the technology universe with the introduction of its R1 reasoning model. This low-cost AI system provoked a “Sputnik Moment” for investors, who feared the US could be surpassed by China in the race for AI dominance. Leading US technology…

Portfolio Manager and Senior Equity Research Analyst, James Lewis, CFA® was quoted in the Cincinnati Business Courier on January 5, 2026.

Our team at Bartlett wants to ensure you end the year on a strong note and are well-positioned for success in the new year. We invite you to follow along with the short video recording below from our October Strategy Update webinar, which highlights a few key end-of-year reminders. Tax Planning The deadline for Required…

In this webinar, Holly Mazzocca, CFP®, Wealth Advisor, Principal, and President of Bartlett Wealth Management, moderates a timely discussion on the current state of the market and the key trends that our firm is closely watching, featuring: DISCLOSURE: All opinions expressed in this video are for general informational purposes only. Bartlett Wealth Management (“Bartlett”) does…