Early in a relationship with a widowed client, I received a confused phone call from her.  She had received a notice saying that her Medicare premium would be significantly increasing the following year, and she didn’t understand why.  Now that her husband was deceased, she was receiving less in social security and taking fewer withdrawals…

Year in Review For most investors, 2022 will be remembered but not missed. Using the S&P 500 Index as a proxy, it was the worst year for stocks since 2008. As for bonds, usually a steadier asset class, it was the worst year since 1994 for most benchmarks. This market distress was provoked by a…

We are thrilled to announce the addition of a Louisville office to the Bartlett team as of January 1, 2023. Formerly operating as Regent Investment Management, this partnership will allow Bartlett to continue prioritizing excellent client service while growing our roster of wealth management professionals and expanding the firm’s presence in the Midwest. As part…

This is the time of year that many of us take a pause in our busy lives to ponder what we are thankful for.  One of the many things that I am personally thankful for is people’s willingness to share their blessings with others. I was the beneficiary of generosity at a pivotal time in…

Here We Go Again Mark Twain once observed that history doesn’t repeat itself, but it rhymes. Perhaps the same could be said of Bartlett’s commentaries. The latest rhymes with the message we sent in July and April because the viewpoints articulated then are just as relevant and timely now. We hope any lack of originality…