In the spirit of transformation a new year brings, we’re pleased to share an evolution in Bartlett’s leadership. As of January 1, Kelley Downing, who has served as Bartlett’s President and CEO for the past 13 years, transitioned to the position of Executive Chair, while Jim Hagerty assumed the role of CEO, and Holly Mazzocca,…

Rewards for the Steadfast 2020 gave us the worst global health catastrophe in a century, a cratering economy, high unemployment, social unrest, and a bitter political slugfest. Someone with advance knowledge of these conditions might have expected low investment returns. But equity and bond investors were rewarded by solid progress. The market resilience confounded many…

The season will undoubtedly look a little bit different this year, but ready or not, the holidays are approaching. Are your budget and bank account ready for the expenses associated with spreading cheer? The best thing you can do to get ready for the holidays – particularly from a financial perspective – is to sit…

As we enter the season of giving, charitable giving often comes to mind. Many of us are compelled to make a financial contribution to an organization or cause – both for the good it can do in the world and for the potential tax benefits it can provide.  But how can you be sure your…

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…