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…

The stock market has experienced a tumultuous selloff, declining by more than 25% from the high reached on February 19, less than a month ago. If you’re feeling shell-shocked, you have plenty of company. It’s fair to say the United States has declared war on the novel coronavirus. But even in an optimistic scenario, the…

The Bartlett Wealth Management team offered a “Steady and Ready” approach to anticipating and managing economic trends in 2020 during our annual Market Outlook presentations delivered in both Cincinnati and Chicago earlier this year. After a chaotic end to 2018 and an exceptional 2019, the phrase, “Steady and Ready” emphasizes Bartlett’s diligent efforts to tune…

We have entered 2020 and with a new year comes a new set of laws to consider when planning for your taxes. While many of the sweeping reforms that were part of the Tax Cuts and Jobs Act of 2017 were implemented last year, a few things will apply for the first time when you…

Proper Perspective By any measure, 2019 was terrific for investors. Stock and bond returns were buoyed by continuing economic growth, low inflation and declining interest rates. 2019 results are summarized below along with outcomes for 2018, a down year that climaxed with a major selloff in December. As Bartlett was not downcast after 2018, we…