You probably know some of the more common ways to secure your finances before leaving town — things like exchanging currency and notifying your bank. But at Bartlett, we can think of a few more in-depth tasks to check off before check-in, whether you’re going to a weekend wedding or on a six-month sabbatical. Here…

Beware of Forecasts The last six months remind us of an old saying that stock market forecasting is like singing. Most of us should only do it in the shower, where nobody will hear us. The first quarter of 2019 was the best quarter in ten years, following a dreadful fourth quarter of 2018 climaxed…

The metaphors are many: Slow and steady wins the race. It’s a marathon, not a sprint. Little strokes fell great oaks. When it comes to maintaining wealth, these adages hold true. At Bartlett, we prefer to use a baseball analogy, “We aim for singles and doubles, not home runs,” emphasizing patience and well-researched “base hits”…

In more than 20 years spent working in the financial industry, I’ve learned a lot about how to build and maintain wealth, as well as how to protect against threats. Unfortunately, and especially in the digital age, no one is immune to financial crime — and senior citizens are often the most vulnerable. My own…

Bartlett professionals have been made aware of an increase in fraudulent telephone activity designed to pressure or intimidate individuals into giving up personal information like social security numbers, banking account numbers, and other information. Recent reports have suggested that unknown callers are increasingly using threatening language in calls to potential victims, suggesting improper or illegal…