Insights from Our Team

Bartlow Wealth Management publishes a periodic newsletter titled “2 Cents” wherein we discuss what’s going on in the markets and often include a planning topic. Co-authored by Kristin and our Director of Investment Management, Michelle Ross, our clients have found these very timely insights of great value, allowing them to gain deeper knowledge about the markets and economy as well as how our team manages wealth for long-term financial success.  We publish about once a month for regular issues and also push an intermittent “FLASH” edition when needed. Like what you see and want to be part of our distribution list? Please click HERE to be subscribed.

 

In the Valley - 2 Cents 5-2-2020

CARES Act and RMDs 4-15-2020

CARES Act for SBA 4-2-2020

Missing Best Days in Market 3-27-2020

Mid-March Volatility 3-20-2020

The Importance of Staying Invested During Bear Markets 3-16-2020

Portfolio Rebalancing 3-5-2020

Historical Viruses and Long-Term Market Impact 2-4-2020

Investing in 401Ks 1-30-2020

Kristin Adelson Bartlow, CFP®, CLU®, RICP®, ChFC®, WMCP®
Wealth Management Advisor


Bartlow Wealth Management, Financial and Insurance Services

 

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