Financial Advisor Mike Camara, CFP® from our Woodlands, TX office joins James Bogart, CFP®, CHFC® to talk about the value a registered investment advisory firm like Bogart Wealth can provide after clients retire. ADDITIONAL DISCLOSURE INFORMATION: Registration as an investment adviser (RIA) does not imply a certain level of skill or training.
Adding Value After Retirement Read More »
Understanding Millennial Financial Challenges With age comes responsibility, so if you’re a young adult in your 20s or 30s, chances are you’ve been introduced to the realities of adulthood. While you’re excited by all the opportunities life has to offer, you’re also aware of your emerging financial responsibility. In the financial realm, the millennial generation
Financial Advice for Millennials: 7 Strong Money Management Skills Read More »
Caring for aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier. Some people live their
5 Important Steps When Caring for Aging Parents Read More »
Today, James Bogart, CFP®, CHFC® is joined by Financial Advisor Nell Cordick, CFP® to talk about the basics of estate planning including what are the different pieces of your plan, who all is involved, and why you should start thinking about your estate plan now.
Financial Advisor Daniel Evans, CFP® from Bogart Wealth’s The Woodlands office joins James Bogart, CFP®, CHFC® to chat about investor behaviors and emotions that can impact investment decisions, as well as how investors can make sound financial choices. ADDITIONAL DISCLOSURE INFORMATION: Past performance is no guarantee of future results. Specific stocks mentioned during this episode are intended to help
Investor Behaviors Read More »
Dividing an inheritance fairly requires balancing equal financial splits with individual circumstances, family dynamics, and the unique needs of each heir. Fair distribution doesn’t always mean equal distribution—factors like caregiving contributions, financial need, lifetime gifts, and asset types all play a role in creating an equitable inheritance plan that preserves family harmony. Deciding how to
How to Divide Inheritance: Fair vs Equal Distribution Read More »
Choosing the right financial advisor is a crucial step in securing your financial future. With so many options available, understanding what to look for in an advisor and evaluating their qualifications and expertise is essential. In this discussion, James Bogart and Jung Seh share key insights on different types of financial advisors, the advantages of working with fee-only professionals,
Watch: How to Choose the Right Financial Advisor for You Read More »
James Bogart, CFP®, CHFC® is joined by Associate Financial Advisor, Nick Conforti, CFP®, who is also an associate in Bogart Wealth’s Advisor Growth Track, to talk about how Gen Z should think about saving in order to jumpstart their future.
Thinking About Saving as Gen Z Read More »
Join host James Bogart, CFP®, CHFC® and Financial Advisor Morgan Veth, CFP® as they discuss “The Family Conversation” and how they approach talking about money, investments, and retirement with their loved ones.
The Family Conversation Read More »
Bogart Wealth CEO & President James Bogart, CFP®, CHFC® is joined by Financial Advisor Sydney Rutledge, CFP® to talk about the benefits of Roth IRAs and why they think it can be a great choice for certain savers and investors.
How Roth IRAs Can Be Great Read More »
You are now leaving the Bogart Wealth, LLC / Bogart Wealth™ (“Bogart”), website and entering a third party website that we do not control.
Bogart is not responsible for third party websites hyper linked our website, and does not guarantee or necessarily endorse any content, recommendations, products or services offered on third party sites.
In addition, third party websites may have different privacy and security policies than Bogart. Therefore, you should review the applicable privacy and security policies of any third party website before you provide any information.
