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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.

Gratitude’s Impact on Your Money Mindset

May 1, 2023

When we hear the term “gratitude,” most of us think of living a happier and more fulfilling life. We think ...

5 Podcasts for Business Owners

May 1, 2023

Listening to podcasts is like having a personal coach or mentor for your business. Whether you’re looking for advice, creative ...

Answering Your Kids Toughest Money Questions

April 13, 2023

Kids ask tough questions about money. It’s how they learn. As a parent, these are teachable moments that offer a ...

What You Should Know About Advisor Fees

March 2, 2023

Financial advisors and planners help you manage your investments and work toward your financial goals, such as estate and retirement ...

Instilling Financial Values in Your Family

March 2, 2023

Over the next two decades, more than 84 trillion dollars will change hands in what has become known as the ...

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 ...

Bush Wealth Management Lands on AdvisorHub’s “Advisors to Watch” Ranking

November 21, 2022

AdvisorHub announced the official results of their first ever Advisors to Watch list. After combing through hundreds of applicants, Bush ...

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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.