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All
  • All
  • About Us
  • Advisors & Planners
  • Education Planning
  • Estate Planning
  • Interest Rate Updates
  • Investment Management
  • Market Commentary
  • Planning
  • Retirement Planning
  • Tax Optimization
2 | Bogart Wealth Education Planning

Life Expectancy

A recent study found that, while life spans are on the rise across the globe, there is a widening gap in life expectancy between the …

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ThinkstockPhotos 519738026 scaled | Bogart Wealth Education Planning

Negative Interest Rates

It’s been two years since central banks in Europe decided to cut key interest rates below 0. In a grand experiment, central bankers, having leaned …

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ThinkstockPhotos 178068519 e1466712625646 | Bogart Wealth Estate Planning

The Fiduciary Rule

The High Standard That Large Wirehouses Have Fought to Avoid for Decades By now you may have heard of the Fiduciary Rule. Of course, if …

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ThinkstockPhotos dv2171013 1 e1466712565847 | Bogart Wealth About Us

RIA vs. Wirehouse

RIA vs. Wirehouse – The Fiduciary standard, and why one embraces it while the other (still) fights against it. Much has been written recently about …

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ThinkstockPhotos 508002428 | Bogart Wealth Interest Rate Updates

Estimated Discount Rates: June 2016

Based on 30 Year Treasury Rates There are two age groups that this describes; the grandfathered group and anyone else. The grandfathered group gets their …

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