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October 13, 2017
The term “wealth management” gets tossed around quite a bit in financial circles, but what exactly does it mean? And how do you know if wealth management is right for your financial situation? Defining wealth management Think of wealth management as a house that’s custom-built for each client, whether that’s an individual, a family, or…
October 13, 2017
Today’s technology gives us incredible access to more information and choices than we can possibly imagine. But as you accumulate wealth and your needs become more complex, there are still some critical items that call for a high level of personal service. Here are the top five benefits of having personalized, face-to-face service from a…
October 11, 2017
Global Growth “America First! America First! America First!” It was certainly a memorable line from Inauguration Day, but it was not prophetic as to 2017 stock market performance. Improving economic growth in Europe and Asia buoyed foreign markets to continuing progress in the third quarter, with major benchmarks on pace for the best annual showing…
July 13, 2017
A Crowded Summit Major asset classes are near record levels following a rewarding first half for investors. Source: Interactive Data Corporation It’s the Economy Continuing progress has occurred despite controversies here at home and abroad, and this has surprised many commentators. However, there is precedent for such market resilience. It all depends on the…
April 10, 2017
Rising Markets The first quarter was rewarding for investors. U.S. and foreign equity markets performed well and bonds also provided positive returns. Bartlett’s economic and market outlook has been positive in recent times, but we must admit to being pleasantly surprised by such a vigorous start to the year. ECONOMIC PROGRESS Higher stock prices paralleled…
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