Be sure to listen in to financial advisors Stacy Bush and Kent Patrick each week as they offer advice on financial and retirement planning. You can check out the Bush Wealth Podcast episodes below, or subscribe on iTunes. If you have a question you would like answered during one of the shows, please email firstname.lastname@example.org
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.