Whether you’re thinking of selling a business soon or in the distant future, you should plan ahead for such a major financial move. You could be ready to take on your next big opportunity, or simply enjoy a well-earned retirement. Whatever the reason for moving on from the business you’ve worked so hard to build,…

Nonprofit investing can be especially complex. Of all the challenges facing nonprofit foundations and endowments, issues surrounding finances and investing are especially hard. In the last decade, many nonprofits have experienced funding cutbacks. Even those whose funding has remained stable are finding that money has to go further to meet increased client loads and demands…

Did you know April is National Financial Literacy Month? With last year’s tax returns (hopefully!) wrapped up, it’s an ideal time to take a fresh look at your financial know-how. If you’re working with a wealth management professional like the Bartlett team, you probably already have a grasp of basic money matters. But what about…

We invest a considerable amount of our time at Bartlett Wealth Management forecasting the financial future. Unlike meteorologists with their eye on the next few days, investment managers and financial planners look years, even decades, ahead. That’s what it takes to integrate the ever-changing capital markets with our clients’ needs. We have a similar future-focus…

From Tranquil to Turbulent After steadily rising for more than fourteen months, the U.S. stock market experienced a reversal amid much higher volatility during the first quarter of 2018. As we write in early April, many equity benchmarks are 7-10% below highs recorded in January. First quarter results were generally lackluster. Positives and Negatives Updating…