As the dust settles on the 2024 election cycle, investors will begin focusing on what these results mean for the economy. Check out the latest blog by Commonwealth senior portfolio manager, Chris Fasciano, for insights about the financial implications: https://bit.ly/4hw9aAt #2024election
Bartholomew & Company
Financial Services
Worcester, Massachusetts 303 followers
Providing Trusted Financial Advice Since 1994
About us
Through our personalized, independent financial planning solutions and investment advice, we help keep you on track through every phase of life. Partner with the Bartholomew & Company team to help propel your financial success with experienced financial guidance that's tailored to your needs. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, VI, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Review our Terms of Use: www.commonwealth.com/termsofuse.html
- Website
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http://www.bartandco.com
External link for Bartholomew & Company
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Worcester, Massachusetts
- Type
- Privately Held
- Founded
- 1994
- Specialties
- Wealth Management, Investment Management, Retirement Planning, and Financial Planning
Locations
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Primary
Get directions
370 Main St
Suite 1000
Worcester, Massachusetts 01608, US
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Get directions
161 Worcester Road
Suite 402
Framingham, MA 01701, US
Employees at Bartholomew & Company
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Brian Jamros
Financial Advisor | Vice President, Government & Institutional Division at Bartholomew & Company
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Jonathan Mack, CRPS
Director of Retirement Plan Consulting
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Alexander Bartholomew
Sr. Vice President, CIO at Bartholomew & Company, Inc.
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Karolina Angelou
Client-service professional in the finance industry
Updates
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As we near the end of 2024, now’s the time to review your tax strategy and make any adjustments that could benefit your finances. Check out our November newsletter for essential “Year-End 2024 Tax Tips” to help you plan ahead. https://lnkd.in/eAzdcDj #financialplanning #taxplanning
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If you believe you need a fortune to build wealth, think again! It’s not about how much you earn; it’s about how you manage what you have. Dive into our latest guide and discover five simple habits that can help transform your financial future: https://lnkd.in/exdtVWbW #financialplanning #wealthmanagement
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Economic data in September showed encouraging signs as hiring rebounded, the unemployment rate dipped, and inflation fell: https://lnkd.in/ed-pD3j
Market News | Bartholomew & Company, Inc.
bartandco.com
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Market highs and falling rates marked a strong September, but there are still risks to consider. Check out the latest Market Thoughts video from Commonwealth CIO, Brad McMillan, for a deeper dive into current market trends: https://bit.ly/3Y51w8h #markettrends
Market Thoughts for October 2024 [Video]
blog.commonwealth.com
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The Fed's recent rate cuts have investors debating the market’s next move. Will we see a soft landing, or is a recession looming? Learn why portfolio diversification could be key in the latest blog from Commonwealth senior portfolio manager, Chris Fasciano: https://bit.ly/4eAihO4 #Fedratecut
The Fed Goes Big: What’s Next for Asset Allocation?
blog.commonwealth.com
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Is your emergency plan as solid as your investment strategy? With climate chaos becoming the new normal, it’s time to weatherproof your life. Dive into our latest guide and make sure you’re ready for an emergency: https://lnkd.in/gSAS8e9c
Weathering the Storm: Are You Ready for a Climate Emergency?
bartandco.com
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The Federal Reserve's Open Market Committee (FOMC) just made a significant move, cutting interest rates by half a percent. Check out the newest blog from Commonwealth investment research analyst, Joe Dunn, to find out what this means for the economy: https://bit.ly/47zNlv8 #FOMC #InterestRates
Digesting the Fed: Rates Start to Fall Before the Leaves
blog.commonwealth.com
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Recent market challenges may have you wondering where we’re headed in the coming months. Check out Commonwealth CIO Brad McMillan’s latest Beyond the Numbers webinar to learn about last quarter’s market trends and the implications: https://bit.ly/4cdJOn3 #quarterlyreview
Quarterly Commonwealth Call - Beyond the Numbers - August 2024
https://vimeo.com/
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Do you know how your state income tax compares to other states? Read "State Income Tax Across the Map" in our September newsletter: https://lnkd.in/eGPYSURe #incometax
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