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Keeping Cybersecurity Top of Mind – A Roadmap of Bartlett’s Approach

What Gen X Women Need to Know to Get Ready For Retirement

Gen X women are now between the ages of 43 and 58, which means retirement is on the not-too-distant horizon for some of them. However, instead of looking forward to this phase of life, many women in this generation dread it. A 2019 study conducted by the Employee Benefit Research Institute found that members of…

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TJX Stock is Just Right for Bargain Hunters

In the 1980s, T.J. Maxx’s slogan urged savvy shoppers to get “the max for the minimum,” emphasizing its low prices on quality products. Investors today can get the best bang for their buck by buying shares of its parent company, TJX Cos.

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Zoetis Stock Could Rise 30% as People Spend More on Pets

The lives of a pampered pet puppy and a factory-farmed piglet couldn’t be more different. Yet they are both likely to receive significantly more healthcare in their lifetimes than they would have just a few years ago. The winner in both cases is Zoetis ZTS –1.58%  Zoetis (ticker: ZTS), the world’s only pure-play global animal-health company, was spun…

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Forecast for the Future

From the pandemic to inflation, the economy and interest rates, investors have experienced unprecedented challenges over the past few years. We spoke with several experts in the wealth management industry who shared insight on what’s ahead for the future. Jason M. Katz, CPA, CFP, CEPA, wealth adviser and principal at Bartlett Wealth Management, says the biggest…

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Recruiters Reveal Their Secrets on Cultivating a Robust Advisor Pipeline

Advisory firms serious about hiring in 2023 say they are offering equity to seasoned professionals, establishing a pipeline through a local college, and mining networks for interns and career switchers. But recruiters interviewed for this story said the one thing they are not doing is going after another firm’s employees.

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