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July 18, 2025
For the last several months, our team at Bartlett has been watching Congress closely, anticipating decisions that could significantly impact our clients’ financial plans. With the One Big Beautiful Bill Act being signed into law on July 4, there are several key items that we’re keeping top of mind for our clients. Five of the…
July 16, 2025
Bartlett Wealth Management hosts Mid-Year Strategy Update on July 16, 2025 with introductory remarks from President and Wealth Advisor Holly Mazzocca, CFP®, followed by a panel discussion moderated by Wealth Advisor and Principal Brian Antenucci, CFA featuring: DISCLOSURE: All opinions expressed in this video are for general informational purposes only. Bartlett Wealth Management (“Bartlett”) does…
July 3, 2025
The midyear investment landscape offers a timely reminder of why foundational principles matter. The first half of 2025 saw markets crater in April amid a tariff shock, then quickly rebound and recover to new highs by June. Economic data surprised both positively and negatively, and geopolitics added fresh uncertainty. Through it all, the value of…
June 25, 2025
Charitable giving is one of the most impactful ways to support the causes and communities you care about. Whether you’re a seasoned philanthropist or just exploring how to begin, a donor-advised fund (DAF) can be a powerful and flexible tool to amplify your giving. Donor-advised funds allow you to make a charitable contribution today, receive…
June 18, 2025
Portfolio Manager, Director of Equity Research, and Principal Matt Stith, CFA, was quoted in U.S News & World Report on June 18, 2025. Read the full article below.
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