Proper Perspective By any measure, 2019 was terrific for investors. Stock and bond returns were buoyed by continuing economic growth, low inflation and declining interest rates. 2019 results are summarized below along with outcomes for 2018, a down year that climaxed with a major selloff in December. As Bartlett was not downcast after 2018, we…

It’s not very often that Congress passes sweeping legislative changes that affect retirement planning in a meaningful way, but that’s exactly what happened when the SECURE Act was signed by President Trump last month. Most provisions of the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect January 1, 2020 and includes…

2019 was another banner year, and it’s all thanks to you!  This year, Bartlett Wealth Management: Experienced unprecedented growth, both in AUM and new employees;Earned regional and national recognition; Added to our growing list of advisory services;Deepened relationships between employees and clients; and Gave back in meaningful ways to the communities we love.  And that’s…

Earlier this year, we began taking a closer look at what drives Bartlett’s culture and reputation of excellence in service to our clients. What started as an internal discussion has evolved into The Bartlett Way, a document containing 22 core values with examples that include things like: Make quality personal. Check your ego at the…

Owners of a family business know it’s almost impossible to separate the family from the business. At Bartlett, we offer strategic wealth management advice for families whose wealth spans beyond three generations—and in many cases, that wealth comes from a family business. In a perfect world, business owners could grow the business over their lifetime,…