Anyone who has checked on their 401k recently knows these accounts have not been immune to the market volatility caused by the COVID-19 crisis. It can be unsettling to stand idly by as you watch your hard-earned savings take a hit. Like a ship tossed about the sea during a storm, you may feel you…

The news surrounding financial markets during this time of global pandemic has been unsettling, to put it mildly. Still, these challenging times can present advantageous financial planning opportunities that might otherwise go unnoticed. Bartlett’s team of certified financial planners are diligently working to make recommendations to clients’ plans to reflect these opportunities. We have identified…

Long Distance Runner In our January report, we contrasted terrific investment results for 2019 with negative market conditions for 2018, a year that memorably climaxed with a major selloff in December. We wrote: “As Bartlett was not downcast after 2018, we are not unduly exalted by 2019. We are always mindful that investing is a…

Earlier this year, we shared our top tips for preparing for your 2019 income taxes. Well, the world has changed since then and so have tax laws. While the new conditions for 2019 tax returns we shared previously will mostly still apply (click here to revisit those), there are a number of new provisions in…

A note from CEO Kelley Downing in response to COVID-19 To call the current landscape “uncertain” has become a bit of an understatement. The circumstances of our daily lives are evolving so rapidly it is difficult to know what to do or what will happen next. It’s like waking up in the middle of the…