Record Highs          Equity and bond returns were bountiful in the first half, buoyed by rising corporate profits, increased dividends, falling interest rates, and low inflation. This was a nice reward for patience following the 2018 market swoon.                             …

Very few painful life events can compare to losing a spouse. The emotions you’re experiencing can be overwhelming and oftentimes can be accompanied by concerns over your future financial security. You may be wondering… Who should I contact first? How soon do I need to change our information for our financial accounts? Where will my…

As parents identify ways to save for college, it is important to know that all strategies are not created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college. Tax-advantaged strategies are important because over time, you can potentially accumulate more money with a tax-advantaged investment compared…

While it’s true that 40 to 50 percent of all marriages end in divorce, very few people go into it with that mindset. When you also consider the fact that most divorces occur between the ages of 55 and 64 — just as many are looking forward to the “golden years” of retirement — it’s…

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…