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March 2, 2018
We have some exciting news to share. Beginning April 1, 2018, Bartlett & Co. will officially partner with Focus Financial Partners, a leading international partnership of independent, fiduciary wealth management firms. Through our partnership with Focus, Bartlett will be positioned for continued growth while maintaining operational autonomy. We see this as an opportunity to keep…
February 9, 2018
What Happened and Why? After a steady climb for fourteen months, global stock markets experienced a sharp reversal this week. As we write on Friday morning, major benchmarks are 10% below record highs reached on January 25th. It has been a memorable week for the Dow Jones Industrial Average, which sustained 1,000 point declines on…
January 26, 2018
2018 marks a major milestone for us at Bartlett & Co. We’re thrilled to be celebrating a legacy of 120 years in business, helping Cincinnati families and organizations grow their wealth. Just think for a moment what was happening back in 1898, when Benjamin Bartlett, a partner at George Eustis & Co., bought a seat…
January 10, 2018
Everything Worked! 2017 was great for investors. All major asset classes provided positive returns. Moreover, stock market performance was very steady, with no meaningful setbacks during the year. The benchmark S&P 500 Index of U.S. stocks recorded gains in every month of the year, setting a record for consistency. Progress was even better in foreign…
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