Navigating the financial, legal, healthcare, and personal aspects of wellbeing Many of us may find ourselves in the role of caregiver as our loved ones age, as they face a diagnosis, or enter a new phase of life. In fact, for someone turning age 65 today, they have almost a 70% chance of needing some…

The Bear Facts We begin this quarterly message by acknowledging some sobering realities. Stocks entered “bear market” territory in June. At the recent low, the S&P 500 Index of large company stocks was down 22% from January record highs, while benchmarks of more aggressive stocks were almost 30% below 2021 highs. Foreign stocks generally paralleled…

Bartlett has always taken cybersecurity very seriously. While caution is always our approach, current global events are making vigilance even more important. There has been a notable uptick in the number of instances of cybercrime and fraud since the invasion of Ukraine. We want to ensure you have the information you need to protect yourself…

Markets in Reverse Financial markets sputtered during the first quarter, with negative returns for both stocks and bonds. “Inflation + Putin” was a toxic combination for investors. As we write in early April, significant shifts are underway in economic and foreign policies, and the resulting uncertainties have taken a toll on investor confidence. Proper Perspective…

In just seven weeks, the market zeitgeist has pivoted from satisfaction and optimism to anxiety and dismay. Suffice it to say, “Inflation + Putin” has been a toxic combination for investors. Stock prices are 10-15% below the record highs that prevailed at the end of 2021. Bond prices have also declined, albeit much less than stocks,…