At the onset of the COVID-19 pandemic, I wrote to you that our core beliefs, as outlined in The Bartlett Way, give us a firm foundation upon which to build and a map for navigating uncharted waters. Recent events surrounding the horrific death of George Floyd have caused us all to reflect on the state of things…

Rising Markets and Pervasive Worries As of midyear, equity markets have rebounded by almost 40% from lows reached in March, with U.S. “blue chip” stocks in the vanguard of performance. This resurgence means larger company benchmarks are only 4% below levels that prevailed at the outset of the year, while indexes of smaller company stocks…

There’s no doubt about it: the ups and downs of the stock market can be most unsettling for investors. During times of exceptional turbulence, each day can feel a bit like riding a roller coaster… at 65 miles per hour without a seatbelt. While some twists and turns can feel particularly sharp, the reality is…

Business owners are certainly facing challenging times as they navigate a global pandemic while trying to ensure their business remains financially stable. So, how are we guiding our business-owner clients during this time?  Document and record the state of business We are encouraging our business-owner clients to document and record the state of their business…

In recent weeks we have heard a lot of talk about what is considered “essential” during this pandemic. Many of us have been taking personal inventory on what we personally value as “essential.” So, what is essential to you? When people are asked what they deem important, financial stability typically joins health and family well-being…