Financial planning for young adults isn’t a straight line, said an advisor who works with multigenerational clients.

Matt Stith of Bartlett Wealth Management picked a portfolio that gained 62.2% in the year’s first six months.

One of the potentially confusing things about industrials that investors need to consider is the broad range of areas it covers.

As the temperature heats up and kids get out of school for the year, we are all tempted to soak up the sun and turn our focus to play. Markets are notoriously slow during the summer months as clients and employees alike head out on vacation, but the financial planning team at Bartlett is hard…

The S&P 500 is beating most international benchmarks this year, thanks to surge in Big Tech shares.