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…

The stock market has experienced a tumultuous selloff in the last few trading sessions and very high volatility is likely to continue. At times like this, we like to reach out with insight and perspective. We start by admitting to a level of uncertainty about the economic outlook comparable to how we felt in March…

It is natural to be emotionally tied to the performance of your portfolio. The money you have and continue to save is vital for your future goals. Whether those goals are retiring early, funding your children’s education, or leaving a legacy, a market pullback can feel as if you are taking a step back from…

Revised as of April 4, 2025 Market Setback U.S. stock indexes had negative returns for the first quarter, a period that included a 10% decline from February highs. While a setback was arguably overdue, after big gains in 2023 and 2024, turbulence was worsened by significant policy uncertainty. Because trade tensions are especially important now,…