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…

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…