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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.

Market Commentary 05/24/2022

May 24, 2022

The Markets On the fear and greed cycle. One of the most challenging times for investors is a market downturn. …

Keeping Your Financial Accounts Cyber-Secure

May 3, 2022

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

Get a Jump Start on Your 2022 Taxes

April 12, 2022

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

4 Tips to Help You Avoid Timing the Market

April 12, 2022

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

Market Commentary 03/29/2022

March 29, 2022

The Markets Be careful what you ask for, you just might get it. In early March, almost two-thirds of Americans …

Market Commentary 03/16/2022

March 16, 2022

The Markets Investor optimism is quite low. In just two weeks, the war in Ukraine has changed the status of …

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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.