Bartholomew & Company

06/17/2026

A shift worth noting: 72% of Americans say they’d actually be happier saving more instead of spending more. Even higher earners are focusing less on “stuff” and more on building lasting financial security.

These days, “keeping up” is being redefined. It’s not about matching someone else’s lifestyle—it’s about matching smart habits like saving, investing, and planning for the future.

The takeaway? Small, intentional choices today can make a big difference in how confident and secure you feel down the road. 💡

Curious what’s behind this trend and how it might apply to you? Take a look: https://bit.ly/eplkiM

While financial happiness is typically framed as a choice between spending on material goods or spending on experiences, many Americans are expressing a different desire for their money: saving more.

06/11/2026

Bartholomew & Company was founded on a simple belief: strong financial outcomes are supported by long-term relationships and thoughtful, disciplined planning.

Today, we’re proud to share an important milestone in our firm’s evolution. Alex Bartholomew has been named Chief Executive Officer of Bartholomew & Company. Our founder, Tom Bartholomew, will transition to Chairman, where he will remain closely connected to the firm and the clients he has served for more than three decades.

This transition reflects a deliberate, long-term approach to leadership and continuity for our clients, our team, and the communities we serve.

We’re grateful to everyone who has been part of our journey and look forward to the future.

Read the full announcement: https://www.bartandco.com/bartholomew-company-announces-planned-leadership-transition-alex-bartholomew-named-chief-executive-o

06/05/2026

Retirement is more than a milestone—it’s a chance to explore what brings you purpose and stay connected to what matters most.

From rediscovering hobbies to building meaningful connections, small steps can make a big difference.

Take a look: https://bit.ly/4avLjPd 📢

Infusing retirement with meaning can help people make the most of this new phase of life, experts say.

06/03/2026

May was a strong month for investors! Major indices reached record highs, earnings came in better than expected, and growth expanded beyond big tech.

Want to know what this could mean for your portfolio? Check out the latest Market Thoughts video from Commonwealth Financial Network: https://bit.ly/43bKIOU

In his latest Market Thoughts video, Chris Fasciano explores the economic and market landscape, including what investors can expect in the months ahead.

06/01/2026

Hard to believe we’re already halfway through the year.

A quick financial check-in now can make a big difference later. Small changes in spending, savings, or taxes are much easier to manage when you catch them early.

Taking a few minutes to review where you stand can help you stay on track for the rest of 2026. ✅

This checklist walks through a few simple areas to consider:
👉 https://www.bartandco.com/resource-center/retirement/your-midyear-financial-checklist

05/29/2026

📚 In honor of National 529 Plan Day, it’s a great time to revisit education savings goals.

For parents and grandparents looking to support a child’s or grandchild’s future, understanding how 529 plan contributions work can play an important role in long-term planning. This article highlights key guidelines and considerations to keep in mind.

Please note, this information is for educational purposes only and is not intended as investment, tax, or legal advice. 529 plans and contribution strategies may not be suitable for everyone, and individual circumstances vary.

👉 Read the article here: https://www.kiplinger.com/personal-finance/529-plan-contribution-limits

05/27/2026

We’re excited to share a recent presentation hosted by Bartholomew & Company in collaboration with Franklin Templeton.

In this informative session, James Cushman, AIF®, moderates a timely discussion with Mike Cannizzaro of Franklin Templeton, who offers valuable perspectives on today’s market environment and what it may mean for investors.

It’s a thoughtful conversation designed to help both clients and advisors better navigate the ever-changing financial landscape with clarity and confidence.

🎥 Watch the full discussion here: https://www.youtube.com/watch?v=MEuUc4jhVR8

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

05/22/2026

This Memorial Day, we pause to honor those who gave their lives in service to our country.

We remember their sacrifice with gratitude and respect.

Our office, Commonwealth Financial Network, and the markets will be closed on Monday, May 25.

❤️🤍💙

05/20/2026

📣 May Advisor Spotlight

We’re proud to recognize Peter McManus, Vice President and Senior Wealth Advisor. With decades of experience, Peter works closely with clients to help guide them through retirement planning with thoughtful strategies and a focus on long-term relationships.

Take a moment to learn more about Peter and his background by visiting his bio on our website: https://www.bartandco.com/peter-mcmanus

05/18/2026

We’re proud to share that Michelle Fuller, our Managing Director of Strategy and Operations will be a Featured Speaker at the Forbes SHOOK Top Women Advisor Summit this week ! 👏

We’re excited to see Michelle share insights and represent our firm at this incredible event. Congratulations! 🎉