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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
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Market Commentary 09/19/2023

September 19, 2023

The Markets Adding new ingredients to the economic blender. The performance of United States economy in 2023 has been as …

Market Commentary 09/12/2023

September 11, 2023

The Markets All the work, work, work. 2023 has been a remarkable year so far. It has, “confounded economists, humbled …

Market Commentary 09/06/2023

September 6, 2023

The Markets Lowering inflation. If you’ve ever waited in traffic while the center section of a bridge lifts to allow …

Are You Prepared for a 30 Year Retirement?

August 29, 2023

The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a …

25 Ways to Make Friends in Retirement

August 29, 2023

Retirement is an exciting phase of life, offering seniors the opportunity to explore new interests, travel, and spend more time …

Market Commentary 08/29/2023

August 29, 2023

The Markets Becalmed. The Chinese government’s zero-COVID policy took the wind from the sails of its economy. When the government …

Market Commentary 08/22/2023

August 22, 2023

The Markets Higher bond yields may be good for income investors – and not so good for stock markets. After …

Market Commentary 08/16/2023

August 16, 2023

The Markets Consumer sentiment is a lagging indicator. It’s also a contrarian indicator. After rising sharply in June and July, …

Market Commentary 08/08/2023

August 8, 2023

The Markets An unwelcome surprise. Last week, Fitch Ratings startled markets by lowering the credit rating of United States Treasuries …

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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.

Some of our financial professionals are licensed insurance agents. We will earn commissions on insurance products recommended to you in these separate capacities.

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.
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