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August 8, 2019
In January, our staff came together to create The Bartlett Way, a document outlining the values that drive our culture and underpin the reputation we strive to maintain, with examples that include: Make quality personal. Check your ego at the door. Be a great communicator. We infused this document with flexibility to evolve, and just…
July 16, 2019
The financial world is full of acronyms. AUM, 401K, FINRA, IRA, RIA, SEC—the list goes on. And there’s a whole separate list for the various types of certification wealth management professionals can obtain to further develop and differentiate their skills as advisors and planners. Last month, when Bartlett Wealth Advisor and Principal Jason Katz became…
July 11, 2019
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. …
June 26, 2019
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…
May 30, 2019
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…
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