February 22, 2022 • 28 mins
Holly is joined by Jim Hagerty, principal and CEO of Bartlett Wealth Management and Lori Poole, principal and wealth advisor at Bartlett Wealth Management. As a follow-up to this year’s Strategy Update, Jim and Lori will tackle the topics of market volatility, the importance of an investor’s temperament, financial planning, and a few tips on keeping balanced in life as well as in portfolios. Afterward, Holly will review the Cincinnati Bengals’ 2021-2022 season and what leadership lessons stand out from Joe Burrow and his team.
Learn more at bartlett1898.com. Join us on Facebook and Instagram @Bartlett198, and on LinkedIn @Bartlett Wealth Management
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