Did you sell stocks or other securities at a loss during market swoons? There is a way to make lemonade after the market handed you lemons: Donate the proceeds to charity. Bartlett Wealth Advisor Keith Dershem, CFP®, AEP® was quoted in Barron’s on June 1, 2025. Read the full article below.

Roth conversions – the financial strategy that lets you pay taxes today, so you don’t have to pay them tomorrow. It’s a powerful way to take control of your retirement savings and potentially save big on taxes down the road. But like any strategy, Roth conversions are not for everyone. In this post, we’ll break…

In March, Bartlett hosted a cybersecurity webinar on “Staying Safe in the Age of Artificial Intelligence.” Whether you were able to attend the webinar live or watch the recording afterwards, the topic of cybersecurity is constantly evolving. At Bartlett, we remain proactive in our cybersecurity practices to keep your information safe. Read on to learn…

Seasons change and so do market conditions. Springtime is rarely associated with harvests, but unfortunately this spring it has been a prevalent term around the Bartlett office. Specifically, tax loss harvesting. By its definition, it’s not a fun topic. You are selling a security worth less than when you bought it, which is never the…

The upcoming wave of baby boomer retirements introduces many challenges, especially for those who own businesses. There are estimates that anywhere from $10-$14 trillion dollars of business value will transfer over the next ten years! The challenge is whether the business owner can realize the full value of their business in order to have enough financial resources…