In the News - 2022 & Prior
News, articles, media mentions, press releases, and awards featuring Bogart Wealth
Let It Save: Your Ultimate Holiday Budget Plan – Katy McWhirter
December 23, 2022
Financial Advisor Jung Seh shares tips for spending and budgeting around the holidays in this MoneyGeek article, including what questions consumers should ask themselves before creating a holiday budget, alternatives for gift givers during the holiday season, and more.
6 Expert Steps To Improve Your Finances in the New Year – Ivana Pino
December 20, 2022
Vice President Morgan Veth and Financial Advisor Patrick Marcinko were both featured in this Fortune article on improving your finances in the new year, where they discuss how reviewing changes to your compensation, revisiting your budget, reviewing your expenses, and maximizing your retirement contributions can set you up for financial success.
Rising Rates Mean More Guidance, Better Planning for Clients Counting on Pensions – Gregg Greenberg
December 12, 2022
CEO James Bogart was interviewed on the InvestmentNews Gameday stage at the Schwab IMPACT conference in Denver, sharing how the rise in interest rates is causing employees to make difficult choices about retirement, as well as how advisors can help.
Creating an Enduring Financial Advisory Firm – Marie Swift
December 9, 2022
CEO James Bogart was featured in this Action! Magazine article on what steps are vital in creating an advisory firm that will continue to build enterprise value and endure long after the founding team has moved on.
Wealth Exemplar Awards by Wealth Solutions Report: Fee-Based RIA Of The Year – James Miller
December 6, 2022
Bogart Wealth was named a winner of the ‘Fee-Based RIA of the Year’ award in the Wealth Solutions Report’s year-end Wealth Exemplar Awards, which goes to the top three SEC-registered RIA firms that focus primarily on fee-based solutions for clients. The award cited the firm’s growth in recent years, emphasis on workplace culture, industry accolades, and more. Source: Wealth Solutions Report. The WSR Wealth Exemplar Awards for Fee-Based RIA of the Year go to the top three SEC-registered RIA firms that focus primarily on fee-based solutions for clients, working through either W-2 or independent financial advisors, or both. There is a minimum asset level of $250 million.
Active vs. Index Funds: Which Are Better in a Downturn? – Kate Stalter
November 29, 2022
Vice President Misty Garza was quoted in U.S. News & World Report on active vs. index funds, discussing why flexibility is key as global markets head toward the finish line of what’s been an extremely volatile year.
Bogart Wealth Ranked #41 in Forbes’ 2022 List of America’s Top RIA Firms
November 22, 2022
In this news release in MarketWatch, Bogart Wealth announced that they were recently listed in Forbes’ list of America’s Top RIA Firms, ranking #41 overall in the 2022 list and second overall in the state of Virginia. In addition, the comprehensive wealth management firm was also named to the Houston Business Journal’s 2022 Fast 100 Rankings.
Taking Retirement Withdrawals in a Declining Market – Brian O’Connell
November 15, 2022
Vice President Brian Windsor was quoted in U.S. News & World Report about strategies to minimize the damage to your long-term retirement portfolio in an unpredictable market.
James Bogart Interviewed at the 2022 Schwab IMPACT Conference – Marie Swift
November 2, 2022
CEO James Bogart was interviewed by Marie Swift of Impact Communications on the “Swift Cam” at the 2022 Schwab IMPACT conference in Denver, discussing why he loved being back in person at IMPACT, as well as the secrets to Bogart Wealth’s rapid growth.
Next Gen Views On Lifestyle, Health and Work-Life Balance – Micheal Madden
November 1, 2022
Human Resources Specialist Alison Cowley was interviewed by Wealth Solutions Report about understanding and incorporating the ongoing evolution of Next Gen talent in the workplace, as well as their views on lifestyle, health, work-life balance, and more.
America’s Top RIA Firms (2022) – Sergei Klebnikov
October 25, 2022
Bogart Wealth was selected by Forbes and SHOOK Research as #41 overall in the 2022 List of America’s Top RIA Firms, as well as #2 in the state of Virginia. Please See Important Disclosure Information.
Wealth Solutions Report Recognizes Hispanic Top Industry Leaders
October 18, 2022
Senior Financial Planner Sandra Terronez was featured in this news release in Yahoo! Finance from the Wealth Solutions Report as the winner of their ‘Hispanic Financial Advisor of the Year’ Pathfinder Award.
Bogart’s Terronez on Advancing Minority Women in Wealth Management – James Miller
October 11, 2022
Senior Financial Planner Sandra Terronez was interviewed by Wealth Solutions Report, discussing her challenges as a woman of Hispanic origin in the financial services industry, steps to advance minority women in wealth management, and advice for those who wish to pursue a career in financial planning.
WSR Pathfinder Awards – Hispanic Top Industry Leaders –Janeesa Hollingshead
October 11, 2022
Senior Financial Planner Sandra Terronez was named ‘Hispanic Financial Advisor of the Year’ in Wealth Solutions Report’s Pathfinder Awards for National Hispanic Heritage Month, featuring Hispanic Top Industry Leaders.
Aleksandr Spencer Joins the Market Call on the Money Life Podcast with Chuck Jaffe
September 30, 2022
Chief Investment Officer Aleksandr Spencer joins the Market Call on the Money Life Podcast with Chuck Jaffe to discuss Bogart Wealth’s investment approach, strategies for tactical investing, and the right funds and ETFs for the job now (segment starts at 38:28).
Houston Business Journal 2022 Fast 100
September 23, 2022
Bogart Wealth was ranked #48 in the Houston Business Journal’s 2022 Fast 100, ranking the fastest growing companies in Houston by revenue growth percentage. Source: The companies. Locally researched by the Houston Business Journal. This list is ranked by companywide revenue growth between fiscal year 2019 and fiscal year 2021. To qualify, companies must be for-profit, privately held and have headquarters in the Houston area. They also must have been in operation for at least five fiscal years by Dec. 31, 2021.
Bogart Wealth Named to Top Financial Advisor and Fastest-Growing Companies Lists in Forbes, Washington Business Journal, and Inc.
September 15, 2022
In a round-up of some the incredible recognition Bogart Wealth has received in Q3 2023, this news release published in Yahoo! Finance highlights the various lists and awards that the firm and CEO James Bogart have received for their recent growth, culture, and client results.
Huge IRS change to allow Americans to keep more money in retirement accounts – Aurielle Weiss
August 26, 2022
James Bogart, CEO of Bogart Wealth, weighs in on the IRS’ updated RMD calculations in this article from The US Sun: “The hope with these types of provisions and adjustments is that it’s going to really dramatically encourage enhancements to retirement savings.”
How Firms are Finding and Keeping Employees – Anne Field
August 16, 2022
WealthManagement.com investigates how Bogart Wealth has been able to grow the company and attract and retain strong employees by talking to CEO James Bogart about his approach to recruitment and company culture.
The Importance of a Team-Oriented Company Culture – Alie Cowley
August 16, 2022
Human Resources Specialist Alie Cowley wrote this bylined article for Wealth Management Magazine‘s 2022 Midyear Outlook issue, focusing on how the pandemic has placed more importance than ever on having a team-oriented company culture and a good work/life balance – for employers and employees alike.
2022 Inc. 5,000: America’s Fastest-Growing Private Companies
August 16, 2022
Bogart Wealth was featured on Inc.’s 2022 list of the 5,000 fastest-growing private companies in America thanks to 111% growth over the course of just 3 years. Please See Important Disclosure Information.*
Fastest-Growing RIA Firms: Assets, Clients, Locations – Michael Taffe
August 4, 2022
This article from Financial Advisor IQ breaks down the rankings from the SmartAsset research findings on the trends and growth in RIAs across the country, where Bogart Wealth was listed as the second fastest-growing financial advisory firm.
America’s Top Next-Gen Wealth Advisors (2022) – Jason Bisnoff
August 3, 2022
CEO James Bogart is listed as #34 overall in Forbes’ 2022 list of America’s Top Next-Gen Wealth Advisors and #1 in the state of Virginia in Forbes’ list of Best-In-State Next-Gen Wealth Advisors. Please See Important Disclosure Information.
Largest Wealth Management Firms in Greater D.C. – Carolyn M. Proctor
July 29, 2022
Bogart Wealth is included in this list of the largest wealth management firms in the greater D.C. area by the Washington Business Journal ranked by metro-area financial planners. Source: The companies. Data is collected and compiled by full time researchers in The Business Journals newsrooms. Information is generally gathered through direct outreach with businesses and organizations.
The 10 Fastest-Growing RIAs, Excluding the M&A Dealmakers – Tobias Salinger
July 28, 2022
Due to an impressive growth in clients and assets under management throughout 2021 and 2022, Bogart Wealth was named one of the fastest growing RIAs in the country in 2022 in this list published by Financial Planning Magazine.
Bogart Wealth Listed in SmartAsset and Financial Advisor Magazine 2022 RIA Rankings, Surpasses $2B in AUM
July 27, 2022
In this news release featured in Yahoo! Finance, Bogart Wealth announced their inclusion in Financial Advisor Magazine’s 2022 RIA Rankings and SmartAsset’s list of the Top 50 Fastest-Growing Financial Advisor Firms. They also announced 6 new hires and that they recently surpassed $2B in AUM.
Houston Business Journal reveals finalists for 2022 Fast 100
July 26, 2022
Bogart Wealth was named a finalist for the Houston Business Journal’s list of the fastest growing companies in the Houston area based on their revenue growth between 2020 and 2022. Source: The companies. Locally researched by the Houston Business Journal. This list is ranked by companywide revenue growth between fiscal year 2019 and fiscal year 2021. To qualify, companies must be for-profit, privately held and have headquarters in the Houston area. They also must have been in operation for at least five fiscal years by Dec. 31, 2021.
2022’s Top 50 Fastest Growing Financial Advisor Firms – Stephanie Horan
July 25, 2022
After comparing 729 RIA firms, Bogart Wealth comes in second in this list of fastest growing firms in the country featured in Yahoo! Finance, based on growth in AUM and client accounts over the course of the past three years.
12 Fastest-Growing RIAs in the US 2022 – Michael S. Fischer
July 25, 2022
ThinkAdvisor features Bogart Wealth’s ranking of #2 on SmartAsset’s list of the 12 fastest-growing RIAs nationwide, having grown 135% since 2019 to $1.9 billion AUM and 5,166 client accounts in 2022.
Top 50 Fastest-Growing Financial Advisor Firms – 2022 Edition – Stephanie Horan
July 21, 2022
Read the results of SmartAsset’s 2022 study determining the fastest growing RIA firms in the country, where Bogart Wealth was listed as #2 overall.
Financial Advisor Magazine’s 2022 RIA Survey & Rankings: Goodbye To All That – Eric Rasmussen
July 15, 2022
Bogart Wealth was listed in Financial Advisor Magazine’s 2022 RIA Survey & Rankings, listing the top 534 Registered Investment Advisory firms in the U.S. by assets under management. Bogart Wealth ranked #241 on the nationwide list of largest RIAs and also ranked #34 in FA Mag’s list of the Top 50 Fastest Growing RIA Firms. Rankings compiled by AUM. Discretionary and nondiscretionary AUM sourced from the firms’ Form ADVs.
Swift Chats Podcast: Compilation Episode from the Morningstar Investment Conference 2022 – Jonny Swift
July 5, 2022
CIO Aleksandr Spencer is featured in this Swift Chats podcast episode by Impact Communications. He chats with Jonny Swift about his highlights from the event, Bogart’s recent growth and success, and the understanding of clients and client behavior that underlies their process.
James Bogart of Bogart Wealth: Five Things You Need to Be a Highly Effective Leader During Turbulent Times – Yitzi Weiner
June 30, 2022
CEO James Bogart was interviewed as part of Authority Magazine’s “Five Things You Need To Be A Highly Effective Leader During Turbulent Times” series about his journey in the financial services industry, as well as his philosophy on growing a company and leading a firm through uncertain times.
Why You? How RIAs Can Establish their Value to Gain Competitive Advantage – Justin Mack
June 27, 2022
This webinar from Financial Planning features CEO James Bogart as a panelist discussing how to build a firm foundation of trust with clients and develop a strong value proposition to set yourself apart from other advisors.
Aleksandr Spencer, CFA® Interviewed in the Social/Digital Hub at the 2022 Morningstar Investment Conference – Jonny Swift
May 18, 2022
In this video interview from the Social/Digital Hub at the 2022 Morningstar Investment Conference, CIO Aleksandr Spencer discusses recent market volatility, behavioral aspects of clients during the pandemic, the recent growth and success of Bogart Wealth, his experience at his first ever Morningstar Conference and more.
Most Americans Think They Can Afford Their Retirement – Kerry Hannon
May 9, 2022
In this article in AOL about many workers being upbeat about having enough money to live throughout retirement, CEO James Bogart explains how Americans can better save for retirement.
James Bogart Named a Top Financial Advisor in Barron’s and Forbes Annual Rankings
April 19, 2022
In this news release featured in Yahoo Finance, Bogart Wealth announces that CEO James Bogart was recently ranked as a Top Financial Advisor and Best-In-State Wealth Advisor in annual lists released by both Barron’s and Forbes.
In Her Own Words: CFP Sandra Terronez re-enters Covid workforce – Ellen Sherberg
April 14, 2022
In this bylined article in Bizwomen by The Business Journals, Senior Financial Planner Sandra Terronez writes about how the pandemic has affected her personally and professionally, discussing re-emerging as a professional while facing a unique set of challenges.
Everything Is Cyclical & Inflation As Public Enemy Number One – Oliver Renick
April 13, 2022
In this video interview on Schwab Network, Chief Investment Officer Aleksandr Spencer gives his macro market analysis, discussing how the market is cyclical. He also weighs in on inflation, monetary policy, and economic activity.
Expert: ‘Very few Americans are adequately prepared for retirement’ – Kerry Hannon
April 11, 2022
In this article in Yahoo Finance, CEO James Bogart explains how Americans can better save for retirement and take advantage of the “Securing a Strong Retirement Act of 2022”, known as the SECURE Act 2.0.
Forbes Best-In-State Wealth Advisors (2022) – Sergei Klebnikov
April 7, 2022
Forbes and SHOOK Research selected CEO James Bogart as one of Forbes’ “Best-In-State Wealth Advisors” for 2022, ranking #12 in the state of Virginia. Please See Important Disclosure Information.
Bogart Wealth Included In the 2022 InvestmentNews Best Places To Work for Financial Advisers Rankings
April 5, 2022
This news release from Bogart Wealth, featured in Citybiz, discusses the firm’s inclusion in the InvestmentNews 2022 Best Places to Work for Financial Advisers rankings, and also announces new hires, open positions, and Bogart’s new office space.
Want to Unload That Investment Property? What Advisors Recommend. – Cheryl Winokur Munk
April 4, 2022
In this Barron’s article, Senior Vice President Nell Cordick explains why taxes should be a major consideration when selling an investment property. “When people haven’t done the proper tax planning ahead of time, they are shocked at the tax results of selling an investment property. What they thought would be their net [proceeds from the sale] is much, much lower because of the tax consequences.”
Retirement: How the SECURE Act 2.0 helps with ‘the most important part’ of saving, Bogart CEO says – Brian Sozzi
March 31, 2022
On this live broadcast, CEO James Bogart joins Yahoo Finance Live to discuss the House passing the SECURE Act 2.0 and what that means for Americans’ retirement savings.
Making Extra Payments on Your Mortgage? Experts Say You May Want To Do This Instead. – Jon Reed
March 23, 2022
In this article for NextAdvisor by TIME on alternatives to making extra payments on your mortgage, Chief Investment Officer Aleksandr Spencer explains that, “The reality is that all debt isn’t created equal. Some, like mortgages, depending on certain factors, can offer some big-time economic advantages,” and says you may be better off investing that money instead.
How Advisors are Talking to Their Clients About Crypto – Cheryl Winokur Monk
March 22, 2022
In this Barron’s article discussing how advisors are talking to their clients about cryptocurrency, CEO James Bogart explains that at Bogart Wealth, the focus is risk tolerance, and therefore “crypto can be a portion of the portfolio, but you’ll never find us with a concentrated exposure to any one investment class, including cryptocurrency.”
Barron’s 2022 Top Advisors: Top 1,200 and Best-In-State
March 15, 2022
CEO James Bogart was selected as one of Barron’s Top Advisors for 2022, listed among the top 1,200 nationally and ranking #12 overall in the state of Virginia. Factors in the rankings include: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Please See Important Disclosure Information.
Why Moving to a State with Low Income Taxes Could Cost You – Cheryl Winokur Monk
March 2, 2022
In this Barron’s article, CEO James Bogart says that income tax can’t be considered in a vacuum and that other types of taxes, including estate tax, need to be considered for overall financial well-being. “Many decisions in life are part financial, but also part emotional. We need to properly assess as many implications as possible,” he adds.
InvestmentNews 2022 Best Places to Work for Financial Advisers
February 17, 2022
Bogart Wealth was selected by InvestmentNews as one of the best places for financial advisors to work in 2022. The program recognizes financial advice businesses that create meaningful work experiences for all their professionals and value a commitment of excellence to both their employees and clients. Please See Important Disclosure Information.
8 Questions to Help You Choose Your Niche as a Fee-Only Advisor – BB Webb
October 25, 2021
This article for XY Planning Network cites Michael Kitces’ #FASuccess podcast where he recounts how CEO James Bogart nearly doubled his firm’s assets under management in a pandemic environment by leveraging educational webinars that addressed issues specific to his niche.
Michael Kitces’ #FASuccess Podcast: James Bogart on the Benefits of Online Educational Webinars for Clients – Michael Kitces
September 23, 2021
CEO James Bogart was interviewed on Michael Kitces’ podcast featured on WealthManagement.com, detailing how Bogart Wealth used targeted multi-niche online education for clients to scale $1 billion of organic growth in under five years.
#FASuccess Podcast: Scaling $1B of Organic Growth in Under 5 Years with Targeted Multi-Niche Online Education, with James Bogart – Michael Kitces
August 24, 2021
This episode of Michael Kitces’ Financial Advisor Success podcast on Kitces.com features CEO James Bogart describing how he established his firm and grew his client base, as well as how he used educational webinars that address specific niche issues around employee benefits for those who work in the energy sector to inform clients and create a funnel for referrals – ultimately resulting in an almost doubling of the firm’s AUM.
2021 Inc. 5,000: America’s Fastest-Growing Private Companies
August 11, 2021
Bogart Wealth was featured on Inc.’s 2021 list of the 5,000 fastest-growing private companies in America thanks to 40% growth over the course of just 3 years. Please See Important Disclosure Information.*
Forbes Best-In-State Wealth Advisors and America’s Next-Gen Advisors (2021)
February 4, 2021
Forbes and SHOOK Research selected CEO James Bogart as one of Forbes’ “Best-In-State Wealth Advisors” in Virginia, as well as one of “America’s Top Next-Gen Advisors” for 2021. Please See Important Disclosure Information.
Please Note Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. Unless otherwise noted, a fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. A nominal submission fee was paid for consideration for the awards or rankings containing an asterisk alongside the disclosure link. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Bogart Wealth’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
ANY QUESTIONS: Bogart’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
