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…

After months of planning and refining, we’re thrilled to unveil an updated visual brand identity for Bartlett. This refreshed look—including logo, fonts, and colors—more accurately portrays our modern approach to wealth management. Among the changes you’ll see on the Bartlett website, social media channels, printed materials, and elsewhere: Color palette: Blues and green to signify…

We have some exciting news to share. Beginning April 1, 2018, Bartlett & Co. will officially partner with Focus Financial Partners, a leading international partnership of independent, fiduciary wealth management firms. Through our partnership with Focus, Bartlett will be positioned for continued growth while maintaining operational autonomy. We see this as an opportunity to keep…

What Happened and Why? After a steady climb for fourteen months, global stock markets experienced a sharp reversal this week. As we write on Friday morning, major benchmarks are 10% below record highs reached on January 25th. It has been a memorable week for the Dow Jones Industrial Average, which sustained 1,000 point declines on…