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Articles

Smart Ways to Save for Your Child’s Education

If you’re a parent, the start of a new school year may have you considering how much you’re able to […]

Understanding the Charitable Remainder Trust

The charitable remainder trust (CRT) is a popular retirement- and estate-planning tool. It can be a convenient way to create […]

The Sequence of Returns Risk in Retirement

Markets go up and down in ways that are not entirely predictable. For long-term investors, what the market is doing […]

Keeping Your Financial Accounts Cyber-Secure

Cybercrime is on the rise everywhere. In fact, global losses due to cybercrime climbed from $600 billion in 2018 to […]

4 Tips to Help You Avoid Timing the Market

Sudden ups and downs in the stock market can be hard to ignore. It’s common to get the urge to […]

Get a Jump Start on Your 2022 Taxes

As you’re finishing up your 2021 tax return, you may be thinking your tax work is done until next spring. […]

Negotiating for Workplace Benefits

Improve a job offer by thinking beyond your salary. It’s a job seeker’s market. The Great Resignation, which began in […]

Hedging Against Inflation in Your Portfolio

Rising inflation is a concern among investors. Here are five ways to protect your investments. Over the past year, investors […]

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This information should not be construed by any client or prospective client as the rendering of personalized investment advice. All investments and investment strategies have the potential for profit or loss, and there can be no assurance that the future performance of any specific investment or investment strategy including those discussed in this broadcast will be profitable or equal any historical performance levels. Investment strategies such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. Any target referenced is not a prediction or projection of actual investment results and there can be no assurance that any target will be achieved.

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The AdvisorHub 2022 Advisors to Watch ranking was created and conducted by AdvisorHub. Ranking was awarded on September 26, 2022; numerical data submitted was based on 2020 and 2021 year end numbers. Bush Wealth Management did not pay a fee to obtain this rating, although it did pay a fee to use the rating in its marketing. The relevant selection criteria are as follows: A) 7 years of experience; B) A clean regulatory record (3 or fewer complaints with no significant judgments); C) Advisor has been with the firm since 1/1/2020 and is in good standing; and D) AUM is above $100m. Ranking criteria are divided into three main categories: 1) Scope of practice measured by assets, production and level of service; 2) Growth of practice consisting of year over year growth in assets, households and production; and 3) Professionalism which includes regulatory record, community service and team diversity.