Everything Worked! 2017 was great for investors. All major asset classes provided positive returns.  Moreover, stock market performance was very steady, with no meaningful setbacks during the year. The benchmark S&P 500 Index of U.S. stocks recorded gains in every month of the year, setting a record for consistency. Progress was even better in foreign…

Community support has always held a prominent place in Bartlett’s culture. As we approach the end of 2017, it’s gratifying to reflect on how many opportunities we’ve had to serve our neighbors throughout greater Cincinnati. From individual employees to corporate sponsorships, take a look at some of this year’s highlights of Bartlett community service and…

 With the end of the year fast approaching, we are reaching out to you with a timely idea and additional information on the Tax Cuts and Jobs Act. Our best idea to save on your 2017 income taxes is to prepay your state property taxes by December 31, 2017.   Here is an example: You…

On Friday, December 15, the final version of the Tax Cuts and Jobs Act of 2017 was released along with the Conference Committee notes. This version was a result of the reconciliation between the House and Senate versions of the bill that were released over the past several weeks. Given the high probability of passage…

As the end of the year approaches, it’s time to consider strategies that could help you reduce your tax bill. The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now. You can still take steps to improve your bottom line for the 2017 tax…