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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
  • View All
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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Metaverse Investment Management

Why 2022 is Investing in the Metaverse

The metaverse is projected to be worth more than $800 million by …

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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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Exxonmobil Savings Plan Planning

Exxonmobil Savings Plan, How to Prepare Your Pension

The majority of adults in the U.S. have under $5,000 saved for …

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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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real estate investment Investment Management

How to Add Real Estate Investment to Your Portfolio

In 2007, two-thirds of Americans were investing in the stock market. However, …

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wealth management Investment Management

What Is Cash Flow and How Can Investing Help? Wealth Management Tips

As the Covid-19 pandemic hit and many individuals were laid off, a …

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maximize your 401k Retirement Planning Articles

8 Strategies to Maximize Your 401k

The year 2020 had over 60 million Americans participating in some form …

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reit investing Investment Management

The Beginners Guide to REIT Investing

Are you looking for a way to invest in real estate, but …

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wealth management Education Planning

Wealth Management Tips: What Is Cash Flow and How Can Investing Help?

As the Covid-19 pandemic hit and many individuals were laid off, a …

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accumulated depreciation Education Planning

How Does Accumulated Depreciation Impact My Cash Flow?

Finding ways to make more money is paramount to every business. Sometimes, …

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net unrealized appreciation Investment Management

What Is Net Unrealized Appreciation

It might surprise you to learn that nearly 40% of Americans started …

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wealth management Education Planning

6 Income Producing Assets to Invest In

Most people dream of building a nest egg for themselves for the …

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Investment Terms Investment Management

5 Investment Terms You Ought to Know

According to statistics, 47% of Americans aren’t investing their money, and only …

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