@bartlett1898

Methodology
Forty Under 40 Class of 2022
Principles of Wealth: Episode 5
The Economist Impact Podcast
Future Proof Festival
Cybersecurity & Fraud Protection
Bartlett Family Services
Wealth Advisory Analyst Postition
ABC7Chicago: Krista Linn
Director of Strategy and Business Operations Position
United Way of Greater Cincinnati
Financial Advisor Magazine
Crain's Chicago Business Roundtable
Principles of Wealth: Episode 4
Wealth Advisor Position
Portfolio Management Associate Position
Changing Investment Strategies
Lessons from the Bengals and the AFC Championship game
Market Commentary with Jim Hagerty
Award Criteria
Changing Investment Strategies
Principles of Wealth: Episode 3
MONEY Article
Principles of Wealth: Episode 2
Bartlett Wealth Management
Our Philosophy
Meet the Team
Careers
Philanthropy
Principles of Wealth: Episode 1
Talking Wealth: Financial Advice is Not Gender Neutral | Krista Linn, CFA
2021 RIA Leaders List
Market Commentary – October 2021
Barron's Top Financial Advisor Rankings
Mission - Catholic Charities Southwestern Ohio
One of Cincinnati’s largest investment advisory firms launches women’s initiative
Archbishop Moeller | A Private Catholic Boys High School | Cincinnati, OH
Americans are spending $765 more a month than they did in 2020, survey finds
Business Owners: Here’s Why Exit Planning Is Crucial for Future Success
DePaul Cristo Rey High School
American Jewish Committee
Comboni Missionaries
The Best Money Moves for August 2021
Business Succession Forum Discussion | Jason Katz
Bartlett Wealth Management Announces New CFO | Chad Kolde
The Tandana Foundation
REDI Cincinnati
ArtsWave
8 Reasons Women Should Get a Financial Advisor Right Now
Market Commentary – July 2021
Making an Impact: 3 Ways You Can Support Gender Diversity Through Impact Investing
Business Succession Planning Forum with Jason Katz – Register Here!
Top Workplaces Cincinnati: Find all 135 winners for 2021
Don’t Let These Hidden Costs Derail Your Retirement
The Pre-Travel Financial Checklist to Check Off Before You Travel
Thinking About Selling Your Business? Here’s Why You Should Consider Doing it Now | Jason Katz
Contact Us | Sign Up For Our Newsletter
Meet The RIA Podcast | Holly Mazzocca
How To Spot Bad Money Advice On TikTok— And Where To Look Instead | Catherine Miller, CFP
Managing Finances for Aging Parents [Checklist]
Cincinnati Playhouse in the Park
Why Now is a Great Time to Sell your Business | Jason Katz
Leveraging the Tax Deadline Extension
ACG Cincinnati Deal Maker Finalist
Cincinnati chamber names next class of young leaders | Mallory Clark
New Ways of Life… And What it Means for Wealth Management
Top Four Tips to Keep Your 401k on Course During the COVID-19 Crisis
Adulting Doesn’t Have to Be Hard: Our Top Savings & Spending Tips for Millennials
Market Commentary – April 2021
Fun Ways to Teach Kids About Money | U.S. News & World Report | Ross Cohen
What do you know about stimulus, the stock market and financial literacy? | Quiz
Enhance Your Financial Literacy by Learning About These 6 Topics
This chart shows why investors should never try to time the stock market
Women’s History Month: Celebrating Women’s Achievements in Wealth Management
Bartlett Named in AdvisoryHQ “12 Best Financial Advisors in Cincinnati” Ranking
City Gospel Mission
Who's in the Cincinnati USA Chamber's next C-Change class? Here's the list of participants
13 Life-Changing Events Your Financial Advisor Can Help Guide You Through
A Return to Normalcy | Cincy Magazine | Jim Hagerty
Building Wealth For You And Your Legacy
CFP, CPA, CFA, Oh My! What Do Financial Advisor Titles Mean?
Back to Basics: Top Tips for Managing Money in 2021 and Beyond
Women Who Move Cincinnati | Cincinnati Magazine
IRS Warns Of Email Phishing Scam Directed At Tax Preparers
CISE
New Ways of Life…And What it Means for Wealth Management
Cancer Support Community
How to Save Money | Money
Covid Driving Americans To Save More, Seek Financial Advice
Tax season is almost upon us and it’s going to be a messy one. | Chicago Tribune | Jason Katz
Meet Ross Cohen, CFP
12 Reasons Investors Need Living, Breathing Advisors
Fun and GameStop
Low interest rates add up to economic opportunity for rising professionals
Contemporary Arts Center
6 Ways Your 2020 Tax Bill Could Increase Because Of The Pandemic | Jason Katz | HuffPost
Bartlett Wealth Management Rearranges Its Leadership Roles | Financial Advisor
One of Cincinnati’s largest investment advisory firms names new CEO, president
Bartlett’s 2020 Year in Review
Here's Your End-of-Year Financial To-Do List | Money | Jason Katz
Preparing for pandemic-induced tax surprises | WGN-AM | Jason Katz
Holiday Financial Planning: As Easy As 1, 2, 3…4
2020 C-Suite Awards winner: Thomas Steele
Burned out and financially strapped, single parents are struggling during the pandemic | Holly Mazzocca
Blended families already had unique financial issues — then the pandemic hit | Holly Mazzocca
Beware of Email – Even if it Comes from Someone You Know
Cincinnati Business Courier's 2020 C-Suite Awards
Cincinnati 300
Maximize the Impact of Your End-of-Year Gifts
America’s Best RIA Firms 2020
Market Commentary – October 2020
Safeguarding Your Passwords is Key to Preventing Cybercrime
Bartlett in the Community Video
Bartlett's Cybersecurity Education Center
Junior League of Cincinnati
6 Tips for Travel in the COVID-19 Era
The Children's Home Cincinnati
These Unprecedented Times
Guided By Our Values
Cincinnati Business Courier Nonprofit Forum
Tax Updates and Changes Related to COVID-19
Let’s Talk about Your Reasons for Buying a Vacation Home
Riding the Wave: How to Invest During Turbulent Times
Crain's Chicago Wealth Management Staying the Course
Retire Ahead: What is Tax Harvesting?
Taking Care of Business: How to Prepare your Business in a Global Pandemic
Is now a good time to invest?
April 2020 Audio Update: “Are the skies clearing?”
STEM Girls: Catherine Miller, Wealth Advisor
Top four tips to keep your 401k on course during the COVID-19 crisis
Five speaker-recommended tips for reducing stress before a presentation
8 Financial Planning Opportunities in Depressed Markets
“Are the skies clearing?” April 2020 Audio Update
Market Commentary – April 2020
Tax Updates & Changes Related to COVID-19

View on mobile