Join us Wednesday, Nov. 20 for Bartlett Wealth Management’s 2024 virtual Strategy Update “A Grounded Perspective”. This annual event will feature an introduction by our CEO, Jim Hagerty, CFA followed by a panel-style conversation moderated by President Holly Mazzocca, CFP® featuring: •             Jason Katz, CPA, CFP®, CEPA® – Wealth Advisor, Principal •             Justin Ellis, CFA,…

Continued Progress Since our last update in July, stock and bond prices have been buoyed by rising corporate profits, moderating inflation, and falling interest rates. Moreover, market performance broadened in the latest quarter, with many sectors and industries participating. This more egalitarian condition was a welcome contrast to the dominance by a few elite stocks…

Bigger Has Been Better U.S. stock market performance has been notably “narrow” so far in 2024. The S&P 500 Index of large capitalization stocks has been buoyed by strong business results from a small cohort of leading technology, communications, and consumer companies.  In contrast, small company stocks have been comparatively sluggish, reflecting more negative fallout…

Broader is Better Equity markets ascended to record highs in the first quarter. Progress was broadly based, with most sectors rising, unlike 2023 when the market gain was dominated by a small cohort of technology stocks. This wider contribution is encouraging, because overly concentrated performance has often preceded stock market declines. The strength of the…

Year in Review 2023 began with many economists anticipating a recession. There was an epic bank failure in March, a political showdown over the debt ceiling in June, Hamas terrorist attacks against Israel in October, and ensuing war in the Middle East. All this while war in Ukraine continued. A rather dystopian timeline. But for…