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,…

Year in Review 2024 was a difficult year for pessimists. The U.S. equity market soared to record highs, with large company stocks in the vanguard and technology at the forefront for a second consecutive year.  Outside the U.S., equity markets posted positive returns, though most countries lagged America’s performance. Less volatile assets, such as bonds…

This year, Bartlett Wealth Management hosted our annual Strategy Update and our theme was a “Grounded Perspective.” In our event series moderated by President & Wealth Advisor Holly Mazzocca, our Bartlett panelists Justin Ellis, Jonathan Finkler, and Jason Katz provide their insights on areas of the industry that are “same as ever” and elements that…