September Swoon After months of steady progress, stock prices declined in September, with equity benchmarks down 4-6%. Notwithstanding this setback, most stock indexes are up for the year to date. As for bonds, prices of these more stable securities also fell in September, weighed down by rising long-term interest rates. Bartlett is accustomed to turbulence,…

As the temperature heats up and kids get out of school for the year, we are all tempted to soak up the sun and turn our focus to play. Markets are notoriously slow during the summer months as clients and employees alike head out on vacation, but the financial planning team at Bartlett is hard…

One of the first questions I often get asked after clients welcome a new baby into their family is, “what is the best way to save money for their college education?” Not only are the baby’s parents interested in saving as much as possible for their child’s college education, but grandparents are often interested in…