fbpx

insights

  • 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
All
  • 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
Capital building Tax Optimization

What’s in the Democrats’ Tax Plan?

Not really the “Biden Plan”; Corporate, Personal, and Other Tax Increases; No changes to SS Taxes; Retirement Pullbacks…

Read More →
A couple researches the best IRA for beginners. Investment Management

How to Choose the Best IRA for Beginners

An IRA is an “independent retirement account” typically used by small businesses …

Read More →
401(K) document, some charts, and other elements of a retirement portfolio sitting on a desk. Uncategorized

7 Things to Remember When Starting Your Retirement Portfolio

Planning for the day when you no longer have to work is …

Read More →
An investor buys clean energy stocks in a wind farm. Investment Management

7 Factors to Consider When Choosing Clean Energy Stocks

Your portfolio’s main objective is to earn money, but you don’t have …

Read More →
Person flipping blocks that say wealth with coins on them Planning

IRS Releases 2022 Key Numbers for Health Savings Accounts

2022 contribution limits for health savings accounts (HSAs), as well as the 2022 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs).

Read More →
unearned income cash in a couch Investment Management

What is Unearned Income?

It is easy to know about income from a paycheck or freelance …

Read More →
a young couple using a laptop and creating long-term financial goals. Investment Management

6 Tips for Setting Long-Term Financial Goals

Nearly everyone has dreams for years or decades from now, including retiring …

Read More →
An investor goes over data on his computer and comes up with predictions he’ll use for market timing. Investment Management

What You Should Know About the Art of Market Timing

The stock market can be intimidating, because there are so many different …

Read More →
An investor reads a financial chart on her phone to decide between options vs. stocks. Investment Management

Options vs. Stocks: A Guide to Determining Which Are Right for You

Stocks have a reputation for being fairly straightforward, while options are often …

Read More →
A couple goes over their money situation with a financial advisor on a laptop. Advisors & Planners

How to Know When You Need a Financial Advisor

Making sound investments during your money-making years is a key goal that …

Read More →
An investment bar graph with a trend line illustrates our examination of what is an ETP. Investment Management

What Is an ETP? Here’s What Investors Need to Know

Investors are often looking for ways to diversify their portfolios, and one …

Read More →
Magnifying glass over a piece of paper that reads “401(k) Plan” surrounded by pens, a calculator, and other papers, signifying an investor pondering options for a 401(k) after retirement. Retirement Planning Articles

What Happens With Your 401(k) After Retirement?

You may have no idea what to do with the money you’ve …

Read More →
An elderly couple sits at a desk and looks at a tablet while talking with a financial advisor about avoiding retirement mistakes. Retirement Planning Articles

5 Common Retirement Mistakes (and How to Avoid Them)

Your retirement will be here before you know it. Those who wait …

Read More →
The word “inflation” spelled on wood-block tiles with a shopping basket and a piggy bank on a seesaw, signifying our guide on how to protect against inflation. Estate Planning Category Overview

How to Protect Against Inflation: 3 Portfolio Strategies You Need to Consider

The value of a dollar today won’t match its value in five, …

Read More →
A mobile phone and a ballpoint pen on top of a last will and testament document that contains a codicil to update the will Estate Planning Category Overview

What Is a Codicil? Here’s What You Need to Know

Life is full of unexpected changes, and sometimes that means you need …

Read More →
DSC_0005 Tax Optimization

American Families Plan: Proposed Benefits and Taxes

Major provisions proposed in the plan are summarized here, including some tax provisions.

Read More →
international stocks rising on a tv screen near the street Investment Management

Rising Inflation: Where Will It Go from Here?

The monthly March increase, which followed a substantial 0.4% increase in February, is more indicative of the current situation. Economists expect inflation numbers to rise for some time. The question is whether they represent a temporary anomaly or the beginning of a more worrisome inflationary trend.

Read More →
Retirement advisor helping clients Retirement Planning Articles

Retirement Confidence Remains Strong, Despite Pandemic

In January 2021, the Employee Benefit Research Institute (EBRI) found that 80% of retirees and 72% of workers were either very or somewhat confident in their ability to afford a comfortable retirement.

Read More →
A woman asks about bequests and makes an estate plan with her wealth management advisor. Estate Planning Category Overview

What Is a Bequest, and When Does Your Estate Plan Need Them?

You worked hard your whole life to amass the assets in your …

Read More →
savings ready to go into one of the available investment account types along with properties and an invest sign Investment Management

4 Investment Account Types to Help You Plan for Your Future

Wise investments can be life-changing, as they allow individuals to grow their …

Read More →
A pen pointed at a tablet screen that displays data relating to the returns of bonds and stocks used in a barbell investment strategy Investment Management

Everything You Need to Know About a Barbell Investment Strategy

Investors want maximum ROI. They may consider a wide range of options …

Read More →
Table with a jar labeled “H.S.A.” full of coins and dollar bills and a pink piggy bank next to it, illustrating an HSA investment strategy. Retirement Planning Articles

How to Build a Successful HSA Investment Strategy

The ever-rising costs of American health care have been a concern for …

Read More →
Arrows pointing upward and stock ticker data to highlight the potential growth opportunities of investments in preferred securities Investment Management

Why Preferred Securities Might Be the Right Investment Opportunity for You

Any investor wants investments that deliver outstanding results. One investing option you …

Read More →
Man sitting at a computer with a child in his lap, doing financial planning for a baby Education Planning

6 Ways to Stay on Track When Financial Planning for a Baby

Having a child is one of the most important things you’ll ever …

Read More →

Are you looking for independent advice?

Is Bogart right for me?

  • This field is for validation purposes and should be left unchanged.

By submitting this form, you are consenting to receive emails from: Bogart Wealth, 2010 Corporate Ridge, Suite 580, McLean, VA, 22102, US, http://www.bogartwealth.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.

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.

Ok