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  • All
  • About Us
  • Advisors & Planners
  • Education Planning
  • Estate Planning Category Overview
  • Interest Rate Updates
  • Investment Management
  • Market Commentary
  • Planning
  • Retirement Planning Articles
  • Tax Optimization
  • Uncategorized
A person filling a financial power of attorney form. Estate Planning Category Overview

What Happens to a Power of Attorney After Death: 4 Things to Keep in Mind

Key Takeaways There are many types of power of attorney A power …

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A picture depicting GAAP earnings using coins and blocks. Investment Management

Non-GAAP vs. GAAP Financial Reporting: A Look at the Differences

Key Takeaways: All public companies in the United States must provide quarterly …

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How Much To Save for Retirement Retirement Planning Articles

How Much To Save for Retirement (Elevate Your Strategy in 2022)

22% of Americans say they have less than $5,000 put away towards …

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how to write a will Advisors & Planners

How to Write a Will Without a Lawyer and 5 Consequences to Consider

Despite understanding the importance of a will, only 46% of Americans have …

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estate planning checklist Investment Management

Bogart Wealth’s End of Life and Estate Planning Checklist

67% of Americans have done nothing to prepare for their end of …

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bonds Investment Management

Bogart’s Brief: 7 Bits About Bonds

Currently, the initial interest rate on Series I savings bonds is 9.62 …

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50 30 20 budgeting rule Education Planning

Understanding The 50/30/20 Budgeting Rule (Myth vs Reality)

According to reports, Americans are budgeting more than ever, with 80% saying …

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Married Filing Separately Planning

Married & Filing Separately? (The Wealth and Tax Planning Aspects)

In the US, 48.2% of adult Americans are married. Marrying your partner …

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Bogart Wealth AFA Blog June Jobs Report Market Commentary

June Jobs Report

The U.S. economy added 372,000 jobs in June showing a stronger than …

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fiduciaries near me Investment Management

Fiduciaries: What Is a Fiduciary? 6 Key Takeaways

When you hear the word “fiduciary” you may think of something to …

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tax preparation software Tax Optimization

Bogart’s Brief: Tax Preparation Software vs Professional Help

Did you know that Americans currently owe about $114 billion to the …

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Consumer Price Index_Core-CPI Interest Rate Updates

Using the Consumer Price Index (CPI) and Core-CPI as a Measure of Inflation

There’s no shortage of headlines about inflation in the United States. The …

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traditional IRA Investment Management

Understanding a Traditional IRA and Your Options

Did you know that, in order to retire, you need at least …

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Net Unrealized Appreciation_AFA Blog Investment Management

Quick Guide to Net Unrealized Appreciation (NUA)

NUA is the difference in value between the cost basis of company …

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dow jones definition Planning

Dow Jones Definition and Insights For the Beginner Investor

More than half of all Americans have money in the stock market, …

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Bogart Wealth_Covered Calls_AFA Blog Investment Management

What Are Covered Calls?

An explanation of covered calls and why a covered call is considered “covered”.

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ETF definition Investment Management

ETF Definition: A Closer look at Exchange-Traded Funds

Exchange-traded funds have changed the face of investing in the US. In the ten …

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NFT art financing Investment Management

NFT Art Financing and Its Economic Impact

There are more than 47 thousand art dealers and galleries in the …

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Benefits of a Roth IRA Investment Management

What Are the Benefits of a Roth IRA? Check It Out

More than 60 million taxpayers in the US hold an individual retirement …

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benefits of roth ira over 401k Investment Management

8 Benefits of Roth IRA Over 401k

More than 40 percent of people in the US won’t have enough …

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Bogart Wealth_Mortgage Rates_Blog Interest Rate Updates

Mortgage Rates are on the Move

There is a direct correlation between mortgage interest rates and 10-year Treasury yields.

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Annuity vs Lump Sum Planning

Annuity vs Lump Sum: What’s the Right Choice?

Are you planning on joining the 50% of Americans over 55 who are …

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pros and cons of rolling over 401k to ira Retirement Planning Articles

The Pro’s and Con’s of Rolling Over 401k to IRA

32 percent of people between the ages of 25 and 44 have …

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target-date mutual funds Investment Management

The Pros and Cons of Target Date Mutual Funds

Would it surprise you to learn that 50.3% of U.S. adults 55 and …

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