Blog

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.

3 Small Moves that Make a Big Difference in Retirement?

February 6, 2023

Saving for retirement doesn’t happen overnight. It’s an ongoing process that requires monitoring and tweaking your plan over many years …

How Does the New RMD Rule Affect Retirees?

February 6, 2023

There’s good news for your retirement plan! Starting this year, the age at which you must start taking required minimum …

Market Commentary 01/31/2023

January 31, 2023

The Markets The vicious cycle of inflation. Last week, we learned that pay increases at central banks in many parts …

Market Commentary 01/24/2023

January 24, 2023

The Markets “It’s hard to be a contrarian for very long these days because the consensus seems to change so …

Market Commentary 01/18/2023

January 18, 2023

The Markets Bullish or bearish? After last year’s geopolitical turmoil, economic malaise, and tumultuous stock market decline, many financial professionals …

Market Commentary 01/10/2023

January 10, 2023

The Markets It’s being called the “Goldilocks” report. Last Friday, we learned that demand for workers in the United States …

Finding the Ideal Place to Live in Retirement

January 3, 2023

Planning for retirement is rife with big questions — not just how you want to spend your golden years, but …

Active vs Passive Investing

January 3, 2023

Investors and advisors alike have long debated the merits of active versus passive investing. As the markets have taken a …

Market Commentary 12/28/2022

December 28, 2022

The Markets What a year! In some ways, it feels as though we lived through several years in 2022. …

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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.