In this webinar, Holly Mazzocca, CFP®, Wealth Advisor, Principal, and President of Bartlett Wealth Management, moderates a timely discussion on the current state of the market and the key trends that our firm is closely watching, featuring: DISCLOSURE: All opinions expressed in this video are for general informational purposes only. Bartlett Wealth Management (“Bartlett”) does…

April Showers If the year had ended on April 8, a diversified equity investor would have lamented negative performance, with stock market indexes down by 10-15%. That was the low point of a six-week market decline that climaxed with a severe selloff following the Liberation Day tariff announcement. In that memorable time, fear and skepticism…

Bartlett President Holly Mazzocca, CFP®, was quoted in Yahoo! Finance on September 26, 2025. Read the full article below.

President Holly Mazzocca, CFP® returned to CNBC’s Closing Bell live from New York City on Monday, September 15. Watch the full conversation below to hear Holly’s insights on a few trends that our firm is watching closely in today’s market.

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…