Continuing Progress U.S. equity markets rose since our July report, buoyed by ongoing economic expansion and strong corporate profit growth. Foreign stock markets were disappointing, reflecting less vigorous economic conditions abroad and uncertainty about U.S. trade policy. With interest rates trending higher and bond prices thereby lower, most fixed income benchmarks posted lackluster returns. Year-to-date…

When Bartlett’s IT Director and resident cybersecurity guru Matt Whalen describes himself as “paranoid,” he means that he spends more time than the average person thinking about increasingly sophisticated threats to cybersecurity. But while it’s a subject that keeps Whalen and his team awake at night, Bartlett clients can rest easier knowing that our team…

It is easy to generalize or even joke about couples with a significant age difference. But when it comes to strategic financial planning for the future, age gaps are no laughing matter. There are a lot of financial considerations for couples separated in age by 10 or more years. They first need an experienced advisor…

Halftime Numbers As we write in early July, major U.S equity benchmarks are 5 – 8% below record highs from January and many foreign markets are in “correction” territory. This weakness reflects concern about U.S. trade policy, higher interest rates, and a likely slowdown in corporate profit growth after 2018. First half results were lackluster…

When you consider your investment portfolio, you ultimately want to choose companies that, over the long term, are going to do well. But have you considered whether the companies you invest in might also do some good? The concept of building wealth while making a positive social impact has grown significantly over the last decade….