In 2018, we renewed our commitment to the core values that guide our organization, motivating us toward the culture we hope to achieve and the reputation we strive to maintain. We summed up these tenets in a document called “The Bartlett Way”, with examples including: Make quality personal. Take pride in the quality of the things…

“Fixed income” is investment-speak for bonds and bond-like investments. These are income producing vehicles that tend to have a fixed maturity date when the investor receives his or her principle investment back. They tend to be viewed as the conservative piece of an investor’s overall portfolio, complementing stocks, which are more aggressive and tend to…

Whether you’re approaching mid-career, eyeing retirement, or determining how to preserve and grow wealth for future generations, financial goals all have one thing in common: They’re easier to achieve if you have the right help. A strong wealth management partner can bring your financial vision into focus, and while firm reputation and personal chemistry go…

The “giving season” is almost here, and your thoughts may be turning to families and organizations in need that could benefit from your generosity. Among the many reasons to engage in charitable giving, it’s a great way to reduce tax burden while doing some good in the world. If you’re on the fence about it,…

Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you’ll want to take a look at how marriage will impact your financial situation. And while there are a number of issues you’ll need to think about, careful financial planning…