Bartholomew & Company

09/01/2026

🌱 We recently spent the day volunteering at Community Harvest Project in Grafton, helping harvest 1,082 pounds of kale, cabbage, and bok choy.

Thanks to the collective efforts of volunteers, that harvest will help provide an estimated 8,096 servings of fresh produce to local families and individuals throughout our community.

We're grateful for the opportunity to support Community Harvest Project and its important mission across Central Massachusetts. 💚

08/25/2026

Congratulations to Ashley Riley on being named to the Worcester Business Journal's 40 Under Forty Class of 2026!

We're proud to celebrate this recognition and all that Ashley contributes to our organization and community.

Learn more: https://wbjournal.com/honoree/40-under-fort

2026 WBJ 40 under Forty Award, created by the Worcester Business Journal. This award recognizes young professionals in the Worcester area for their leadership and contributions to the community. It is not specific to financial services and does not imply endorsement, recommendation, or reflect the performance of the advisor.

Ashley Riley traded scientific research for wealth management, bringing an analytical approach from the laboratory into clients’ financial planning.

08/20/2026

Congratulations to Jim Cushman on being named to AdvisorHub's 2026 List of 50 Solo Advisors to Watch! We're proud to recognize this achievement and celebrate all that Jim contributes to our clients and the Bartholomew & Company team.

Way to go, Jim! 👏

08/18/2026

We're excited to share that the 2026 Best of Central Mass Community's Choice Awards voting period is now open.

The program features businesses and organizations across Central Massachusetts, with winners and finalists to be announced in November.

Voting closes August 31, 2026.

Learn more and view the ballot: https://yourchoiceawards.com/centralmass/

Check it out now!

08/13/2026

What can July's economic data tell us about the road ahead?

While the headline numbers were mixed, underlying trends in consumer and business spending continued to suggest potential for further growth.

Our latest market update explores what these developments could mean for investors and the broader economic outlook.

Read more: https://www.bartandco.com/market-update

08/11/2026

🎉 We’re proud to share that Bartholomew & Company has earned a spot on Inc. Magazine’s 2026 list!

Being recognized among America’s fastest-growing private companies is a tremendous honor and a reflection of the hard work, dedication, and commitment of our incredible team, clients, and partners.

Thank you to everyone who has been part of our journey. We look forward to continued growth and success together!

View the full list: https://inc.com/inc5000

2026 Inc. 5000 Fastest Growing Private Companies, created by Inc. This award is based on percentage of revenue growth from 2022-2025 and is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the Advisor. Advisors pay to be considered for this award.

The 2026 Inc. 5000 list honors the fastest-growing private companies in America.

08/06/2026

💙 Caring for aging parents while raising children can be challenging.

If you're part of the sandwich generation, you're balancing a lot. This guide offers practical tips to help manage the financial, emotional, and day-to-day demands that come with supporting multiple generations.

📖 Read more: https://www.bartandco.com/resource-center/retirement/the-sandwich-generations-guide-to-survival

Learn how to navigate the financial, emotional, and logistical pressures of supporting multiple generations at once.

07/30/2026

📚 Back-to-school spending adds up fast.

💡 A little planning today can help keep long-term goals on track.

Learn more at link in comments.🔗

07/30/2026

📚 Back-to-school season is a good reminder that every dollar has a job to do.

Between school supplies, activities, and other expenses, many families are balancing immediate needs with long-term financial goals.

💡 Thoughtful planning can help keep both in focus.

Learn more: https://www.forbes.com/sites/joanverdon/2026/07/23/parents-will-spend-big-for-back-to-school-despite-financial-stress/

Back-to-school season is expected to generate record spending, with some parents going into debt, or working overtime to cover school expenses.

07/28/2026

Many people assume inherited assets are taxable, but that's not always the case. In many situations, estate taxes are paid from the estate before assets are distributed, while inheritance taxes apply only in a handful of states.

Understanding the difference can help you make more informed financial decisions and avoid unnecessary confusion during an already challenging time.

Learn more: https://bit.ly/44U51Bb

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.