Portfolio Manager, Director of Equity Research, and Principal Matt Stith, CFA, was quoted in U.S News & World Report on June 18, 2025. Read the full article below.

Get to know Wealth Advisor Justin Ellis, CFA, CFP® in the following Q&A supplement piece from the Cincinnati Business Courier’s 2024 Forty Under 40 awards.

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…