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…

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…