Bartholomew & Company

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! 🎉

05/15/2026

✨ Celebrating Our Team at the 2026 Annual Meeting ✨
Last week, our team came together for our Annual Meeting—a day filled with reflection, collaboration, and appreciation for the incredible people who make Bartholomew & Company what it is today.

We’d like to extend a special thank you to LPL Financial CEO Rich Steinmeier for sharing a thoughtful and inspiring video message to kick off the day. His insights on leadership, confidence, and the future of our industry truly set the tone.

We’re also grateful to Thomas J. Bartholomew, AIF®, Alexander Bartholomew, Michelle Fuller, CIMA®, CEPA®, Joshua A. Paul, CFP®, AIF®, Brian Jamros, Michelle Newcomb, and Commonwealth Financial Network’s Devon Cordell for sharing their knowledge, perspective, and vision for the future.

🏆 Congratulations to Our Award Winners
• MVP 2026: Kyle Cornell, AIF®
• Community Service Award: Kathleen Cyganiewicz, AIF®, MBA
🎉 Celebrating Milestones
• 10 Years: Kathleen Cyganiewicz, AIF®, MBA & Brian Jamros
• 15 Years: Michelle Newcomb
• 20 Years: Nancy L. Scott, CFP®, RICP®, AIF®
• 30 Years: Suzanne Pisinski

Thank you to all our employees for your dedication, passion, and commitment—you are what makes everything we do possible. We’re excited for what’s ahead!

05/11/2026

💭 Ever wonder why it’s hard to stick to a financial plan when emotions run high?A few simple reminders can help bring clarity to money decisions 💡

✅ Notice whether fear, optimism, or habit is influencing your thinking
⏸️ Pause before acting on recent news or market movement
🎯 Ask whether a decision supports short-term comfort or long-term priorities

Staying mindful can make all the difference when it comes to confident financial choices. Learn more: https://www.bartandco.com/resource-center/money/the-psychology-of-money-why-people-make-emotional-decisions

05/08/2026

With Mother’s Day around the corner, we want to recognize the mothers and mother figures who help shape families and strengthen communities every day. Wishing you a wonderful weekend of appreciation. 💐