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…

“Self care” is a buzz phrase we hear a lot these days, and in general it involves taking steps to reduce stress and optimize wellness, with examples that include limiting screen time, using PTO, and practicing meditation. At Bartlett Wealth Management we believe few things bring peace of mind like financial well-being. That’s why there’s…

From Progress to Panic A “recession scare” swept through global stock markets in December, wiping out eleven months of moderate progress. Major indexes finished with negative performance, the most disappointing year for stock investors since 2008. Bonds posted break-even returns for the year, as interest income was offset by lower bond prices. Cash, with a…