Bartholomew & Company

07/17/2026

👪The earlier you start saving for your child’s future, the greater the potential impact over time. Whether it’s a savings account, a 529 plan, or another investment option, small and consistent contributions can help build a strong foundation for future opportunities.

📖 Learn more by reading the full article on our website: https://www.bartandco.com/resource-center/money/saving-for-your-childs-future

Learn how to begin building a financial foundation for a child and choose an approach that fits your goals and timeframe.

07/15/2026

While artificial intelligence and the SpaceX IPO have captured investors' attention, long-term market performance continues to be driven by corporate fundamentals.

This month's Market Update examines how strong earnings growth and broadening market leadership have provided a solid foundation for the recent market rally.

🔎 Read the full update: https://www.bartandco.com/market-update

07/06/2026

We’re pleased to announce the launch of our hybrid Registered Investment Advisor (RIA)—an important milestone in our long-term growth strategy.

This step enhances our independence and strengthens how we serve clients while expanding opportunities for our advisors. It builds on more than 30 years of client relationships and a disciplined approach, positioning us for continued growth in an exciting new chapter.

Read the full announcement: https://www.businesswire.com/news/home/20260706425072/en/Bartholomew-Company-Launches-Hybrid-RIA-Marking-the-Next-Step-in-its-Long-Term-Growth-Strategy

07/02/2026

As we celebrate America’s 250th, we’re also enjoying some red, white, and blue spirit around the office. ❤️🤍💙

Please note our office, Commonwealth Financial Network, and the markets will be closed on July 3rd in observance of the holiday.

Wishing you a safe and happy Fourth! ✨

06/29/2026

Voting is open for the Best of Central Mass Community’s Choice Awards!

Take a moment to support and recognize your favorite local businesses:

Check it out now!

06/26/2026

Giving back, one seedling at a time 🌱
Our team spent the day volunteering with the Regional Environmental Council (REC), helping get ready for their annual plant sale—unloading, sorting, and organizing seedlings for community and school gardens.

It’s always inspiring to support work that helps our community grow—literally and figuratively 💚

06/24/2026

Great few days at the 2026 Massachusetts Collectors & Treasurers Annual Cape Conference!

As a Platinum Sponsor, we loved connecting with public sector professionals and learning alongside peers.

Shoutout to Kathleen Cyganiewicz, Brian Jamros, Susan Kelley, and Michelle Newcomb for representing Bartholomew & Company! 👏

Big thanks to the MCTA for a fantastic event!

06/21/2026

06/19/2026

Bartholomew & Company, Commonwealth Financial Network, and the markets will be closed on Friday, June 19, 2026, in observance of Juneteenth National Independence Day - a day to reflect, celebrate, and remember.

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.