In the News - 2023
News, articles, media mentions, press releases, and awards featuring Bogart Wealth in 2023
What Could Trigger The First Interest Rate Cut In 2024 — Clues From Greenspan’s Fed – Panos Mourdoukoutas
December 29, 2023
Chief Investment Officer Aleksandr Spencer was recently quoted in this article from International Business Times looking at what could trigger the first interest rate cut in 2024: “If labor markets and financial market stability were to deteriorate materially, the magnitude of reductions would be much more profound for whatever reasons.”
Are You Part of the 5.7%? – Sydney Rutledge
December 28, 2023
Only 5.7% of CFP® professionals are between the ages of 20–29. Financial Advisor Sydney Rutledge, who is part of that 5.7%, shares advice for other young aspiring financial professionals looking to make their way into our growing industry, in this article written for Wealth Management Magazine’s 2024 Market Outlook.
How to Open a Roth IRA – Hannah Alberstadt
December 19, 2023
In this article from USA Today, Financial Advisor Patrick Marcinko explains how Roth IRAs work: “The primary feature of a Roth IRA is that contributions are made with after-tax dollars. The benefit of making contributions with money you’ve already paid taxes on is that earnings grow tax-free and qualified withdrawals are tax- and penalty-free.”
The Success Factors Behind Top-Ranked Wealth Management Firms – Bojana Ristic
December 19, 2023
Bogart Wealth was featured in this Best Stocks article looking at the success factors behind top-ranked wealth management firms like Bogart Wealth: “At the core of top-ranked wealth management firms’ success lies a steadfast commitment to a client-centric ethos. These firms prioritize understanding their clients’ unique needs, aspirations, and risk tolerances.” The article features Bogart’s recent rankings and awards, new team members, rapid AUM growth, the firm’s mission, and more.
The Healthy Advisor Podcast: Using Wealth to Improve Your Health With James Bogart – Diana Britton
December 13, 2023
As a busy and often stressed-out executive at one of the top RIAs in the country, CEO James Bogart found himself neglecting his well-being. On WealthManagement.com’s Healthy Advisor podcast, he shares his personal journey through health and wellness, revealing the importance of paying attention to your physical and mental well-being.
Fed Holds Rates Steady With Cuts Expected in 2024. Here’s What That Means for Your Money – Dashia Milden
December 13, 2023
Financial Advisor Patrick Marcinko was quoted in this CNET Money article about what expected Fed rate cuts in 2024 means for your finances. When looking at available options for savings, Patrick notes: “I believe the rates on high-yield savings accounts and CDs will come down, but likely not until we are well into 2024.”
When Remarrying Creates a Blended Family: Advice From Financial Pros – Cheryl Winokur Munk
December 5, 2023
CEO James Bogart was quoted in this Barron’s article discussing the increased challenges of financial and estate planning for a so-called blended family – or one that includes children from previous marriages – and how a good financial advisor can help.
Bogart Wealth Named Top Registered Investment Advisory Firm in Virginia and 30th Nationally by Forbes
December 5, 2023
In this news release from Bogart Wealth published in Yahoo! Finance, the firm shares the latest news and updates from Q4 2023: recent awards and rankings in Forbes, Financial Planning Magazine, SmartAsset, and Washington Business Journal, plus the addition of four new team members, including Director of Marketing Christine Janaske.
RIA Leaders 2023: Financial Planning’s List of the 150 Largest Fee-Only RIAs – Tobias Salinger
November 22, 2023
Bogart Wealth was named a 2023 RIA Leader by Financial Planning magazine, listing the top Registered Investment Advisory firms in the U.S. by assets under management. Bogart Wealth ranked #147 on the nationwide list of largest fee-only RIAs. Please See Important Disclosure Information.
I Asked a Financial Planner How I Can Use My High Credit Score To Reach My Financial Goals – Jen Glantz
November 21, 2023
Financial Advisor Patrick Marcinko was featured in Business Insider, offering tips on maintaining a high credit score and looking at different ways you can utilize a high credit score to reach your financial goals, including when purchasing a home, getting a small business loan, buying a car, and more.
Will Gen Z Out-Earn Their Parents? Here’s What Experts Say – Maddie Duley
October 26, 2023
Financial Advisor Patrick Marcinko was quoted in a GOBankingRates article pondering whether Gen-Z will out-earn their parents: “The gig economy has been a way for Gen Z to add to their income beyond what they are able to earn from their 9-to-5 job. The ability to have multiple sources of income is much greater for Gen Z, compared to prior generations.”
Highlights from the 2023 Schwab IMPACT Conference – Charles Paikert
October 26, 2023
CEO James Bogart shared what’s top of mind for him while attending the 2023 Schwab IMPACT conference in this article from Family Wealth Report – namely, human capital and integrating AI into his firm’s operations.
5 Financial Perks of Growing Older – Brian Windsor
October 25, 2023
Vice President Brian Windsor looks at some of the financial perks of growing older in this article he wrote for Retirement Daily on TheStreet, including catch-up contributions, penalty-free withdrawals, higher standard deduction, medicare eligibility, social security benefits, and more. As we lean into older age, we have opportunities available that might not have been available to us earlier in life.
SwiftCam Interview with James Bogart and Michelle Dubay at the 2023 Schwab IMPACT Conference – Jonny Swift
October 24, 2023
While at the 2023 Schwab IMPACT conference, CEO James Bogart and COO Michelle Dubay spoke with Jonny Swift in this SwiftCam video interview about why they like attending the conference every year and some of their areas of focus while at this year’s conference. They also highlight and detail Bogart Wealth’s training program, Advisor Growth Track (AGT).
What Will My Lifestyle Be if I Retire at 65 With $1 Million? – Geoff Williams
October 24, 2023
Financial Advisor Patrick Marcinko was quoted in this U.S. News and World Report article discussing what kind of lifestyle you could have retiring with $1 million dollars: “Your debt load could weigh heavily on what a healthy retirement looks like. If you fully own your home and have no mortgage, that is a massive expense to not have in retirement.”
Adapting to Growth: A Tech-Centric Interview with James Bogart of Bogart Wealth – Craig Iskowitz
October 19, 2023
In this episode of the WealthTech Today Podcast, produced by Craig Iskowitz of Ezra Group, founder and CEO James Bogart discusses the firm’s tech stack, as well as how technology has played a significant role in Bogart Wealth’s rapid growth.
Can You Retire at 65 With $0 Saved? – Geoff Williams
October 17, 2023
In this article from U.S. News and World Report, Vice President Misty Garza shares some strategies to consider if you’re trying to retire with nothing saved: “The first step is putting together a budget to see exactly what your expenses are. It might be uncomfortable, but you need to know exactly what your essential living expenses are because most likely you are going to need to cut out any discretionary spending.”
How Long Will $1 Million Last Me in Retirement? – Kate Stalter
October 12, 2023
Vice President Brian Windsor was quoted in this U.S. News and World Report article discussing how long $1 million dollars will last in retirement, providing tips for making your funds last as long as you do: “Diversify your allocation and income sources. You may want to consider managing your sources of monies for tax optimization and cash flow.”
America’s Top RIA Firms (2023) – Sergei Klebnikov
October 10, 2023
Bogart Wealth was ranked by Forbes and SHOOK Research in the 2023 list of America’s Top RIA Firms, coming in at #30 nationally and #1 overall in Virginia: “All of the RIAs on Forbes’ list have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term.” Please See Important Disclosure Information.
Growing Up Poor: 13 Ways You’re Taught To Never Waste Money – Angela Mae
October 9, 2023
Growing up with limited resources can deeply define the way you view money as an adult. In this GOBankingRates article, Financial Advisor Jung Seh, who immigrated to the US from South Korea when she was nine, shares: “There are so many resources to help you through every stage of your life — take advantage of them. My No. 1 piece of advice is to seek help.”
50 Fastest Growing Private Companies in the Washington Region for 2023 – Courtney Nakoneczny
September 22, 2023
Bogart Wealth was featured in the Washington Business Journal’s 2023 list of the 50 Fastest Growing private companies in the Washington region. These companies have grown consecutively over the past three years and will be honored at an awards dinner and reception on October 19, 2023. The list is based on average percent revenue growth between 2020, 2021, and 2022. 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.
Retirement Savings: 7 Things To Do Once You Officially Hit Your Retirement Goals – Yaёl Bizouati-Kennedy
September 21, 2023
Vice President Misty Garza was quoted in this article from GOBankingRates, sharing why you shouldn’t suddenly turn off your current savings just because you’ve met your retirement savings goal: “Having a cushion can help in case of unexpected or unplanned situations, should they arise. This could be unexpected expenses, market downturns or simply the desire to spend more.”
Best 5-Year CD Rates for September 2023 – Dashia Milden
September 14, 2023
Vice President Misty Garza was quoted in this article from CNET Money discussing current rates for 5-year CDs: “If someone is looking for a guaranteed interest rate, stability of principal, and is not concerned with liquidity, then now is probably a good time to lock in a five-year CD.”
100 Fastest Growing RIAs: These Financial Advisor Firms Pull Ahead in 2023 – Patrick Villanova
September 6, 2023
Bogart Wealth was listed #42 overall in SmartAsset’s 2023 study of the fastest-growing RIA firms in the country. The top 100 fastest-growing firms were ranked by growth in client accounts and AUM between 2020 and 2023.
In this news release from Bogart Wealth published in Yahoo! Finance, the firm shares the latest news and updates from Q3 2023: recent awards and rankings in Forbes, Inc. Magazine, Financial Advisor Magazine, ThinkAdvisor, and Washington Business Journal, plus the addition of four new team members, including Compliance Officer Suzanne Kellogg, IACCP® and Senior Portfolio Analyst Brendon Dashiell, CFA®.
20 McLean Companies On List Of Startups To Watch – Mark Hand
August 17, 2023
This article from Patch highlights the 20 companies based in the McLean, VA area that made the 2023 Inc. 5000 list and that are responding to some of the nation’s most vexing problems. Bogart Wealth was ranked 3,547th nationally.
2023 Inc. 5,000: America’s Fastest-Growing Private Companies
August 15, 2023
Bogart Wealth was featured in the Inc. 5000 list of the fastest-growing private companies in America for the third year in a row, coming in at #3,547 in the 2023 rankings thanks to 139% 3-year growth. Please See Important Disclosure Information.*
How CFP® Professionals are Helping Advance The Financial Planning Programs at Their Alma Maters
August 11, 2023
In this article from the CFP Board’s blog, Financial Advisor Patrick Marcinko discusses how CFP® professionals are helping advance the financial planning programs at their alma maters, including how he gives back to Virginia Tech’s Financial Planning and Wealth Management program through mentoring.
Best-In-State Top Next-Gen Wealth Advisors (2023) – Sergei Klebnikov
August 8, 2023
CEO James Bogart is listed as #33 overall in Forbes’ 2023 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.
2023 RIA Survey & Ranking: Consolidation Crunch Hits Rate Reality – Eric Rasmussen
July 14, 2023
Bogart Wealth was listed in Financial Advisor Magazine’s 2023 RIA Survey & Rankings, listing the top Registered Investment Advisory firms in the U.S. by assets under management. Bogart Wealth ranked #192 on the nationwide list of largest RIAs and also ranked #25 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.
Largest Wealth Management Firms in Greater Washington 2023 – Carolyn Proctor
July 14, 2023
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, coming in at #8 on the list. 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.
2023 Playbook Series Webinar: Honing In and Doubling Down on Serving a Specific Niche
June 29, 2023
CEO James Bogart was a panelist for a webinar hosted by the National Association of Personal Financial Advisors, where he discussed client niches served by Bogart Wealth, including energy sector employees, government contractor employees, corporate executives, and more, and shared how focusing in on these specific niches allows the firm to serve their clients better.
2023 ThinkAdvisor Luminaries Awards Finalist: Executive Leadership – Janet Levaux
June 26, 2023
President and CEO James Bogart was named a 2023 ThinkAdvisor Luminaries finalist for Executive Leadership among RIA firms. The Luminaries awards shine a spotlight on individuals and firms that are taking the most creative and boldest steps to push the investment advisory industry and clients’ best interests forward, while having the biggest impact. Please See Important Disclosure Information.
This is How Much Americans Think They Need for a Comfortable Retirement – Kerry Hannon
June 23, 2023
Vice President Misty Garza was quoted in this Yahoo! Finance article speaking about her clients main retirement concerns, including how much Americans think they need for a comfortable retirement: “My clients are realizing that they need more savings than they originally thought. Most of our clients are willing to work until they can achieve the retirement lifestyle they desire.”
In this news release from Bogart Wealth published in Yahoo! Finance, the firm shares all of the news and updates from Q2 2023: recent awards from Barron’s, Forbes, USA Today, Inc., and Wealth Solutions Report, the release of our SECURE Act 2.0 Guide, and more.
Unveiling the Formula for Financial Prosperity: James Bogart Explores New Perspectives on Success and Cultivating Enduring Connections – Jed Morley
June 17, 2023
In this profile of CEO James Bogart in Valiant CEO, James shares his financial services career journey, the importance of human capital in a service-oriented industry, and how becoming a subject matter expert redefined his concept of financial success and built lasting relationships with his clients.
Is It Worth Saving Money When You’re Young? – Chris Carosa
May 30, 2023
In this article from Forbes, Financial Advisor Jung Seh gives advice on how an early financial education can lead to a bright financial future for younger generations: “Clients who engage their kids at an early age seem to be much more open minded. Education is key.”
How Many Stocks Should You Have in Your Portfolio? – Kevin Mercadante
May 14, 2023
Chief Investment Officer Aleksandr Spencer was quoted in this article from Time.com where he discusses how to properly analyze and diversify your portfolio: “Personally, I think risk tolerance and aptitude for research should be the real driver. Depending on one’s risk comfort level, coupled with how deep into the weeds you’re willing to go, a more concentrated portfolio can be OK too.”
USA Today Best Financial Advisory Firms 2023 – Paul Davidson
April 26, 2023
Bogart Wealth was named one of USA Today‘s Best Financial Advisory Firms for 2023, placing on a list of the top 500 RIA firms in the country based on AUM growth and recommendations from clients and peers. Please See Important Disclosure Information.
Here’s How a Thrift Savings Plan Can Help Military Members in Retirement – Chris Warren
April 25, 2023
Vice President Brian Windsor was quoted in Synchrony Bank’s Money Matters Blog on Thrift Savings Plans and how they can help military members in retirement: “The TSP has been well known over the years for its inexpensive institutional index funds, meaning the underlying costs of the actual investment are some of the lowest in the industry. These cost savings can help you keep more of your earnings over the years.”
Recession Is Coming – How To Guide Clients Through Layoffs – Julius Buchanan
April 25, 2023
In this article from Wealth Solutions Report, Vice President Morgan Veth gives advice on how to guide clients through potential layoffs, including running an analysis of the client’s financial plan through different scenarios: “If these scenarios are successful, it takes away the financial pressure and allows the client to define new goals.”
Forbes Best-In-State Wealth Advisors (2023) – Sergei Klebnikov
April 4, 2023
Forbes and SHOOK Research selected CEO James Bogart as one of Forbes’ “Best-In-State Wealth Advisors” for 2023, ranking #5 in the state of Virginia. Please See Important Disclosure Information.
What is a Money Market Fund? – Tony Dong
March 23, 2023
In this article from USA Today, Financial Advisor Patrick Marcinko helps break down exactly what a money market fund is and how it functions: “These funds have a three-part mandate: to provide the highest rate of interest, keep prices stable, and maintain a high level of liquidity.”
Barron’s 2023 Top Advisors: Top 1,200 and Best-In-State
March 14, 2023
CEO James Bogart was selected as one of Barron’s Top Advisors for 2023, listed among the top 1,200 nationally and ranking #11 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.
How Much Does an Annuity Pay Per Month? – Kat Tretina
March 9, 2023
Vice President Misty Garza was quoted in this Forbes article discussing how annuity payments vary based on several factors, how annuities should complement your retirement savings, and how to know whether an annuity is right for you.
Bogart Wealth Launches Advisor Growth, Training Program
March 2, 2023
Family Wealth Report features the news about Bogart Wealth launching a new professional growth and training program, Advisor Growth Track. “We’ve been training and developing our employees in the Bogart way for years, but we are officially launching Advisor Growth Track in order to help young and emerging professionals find their best fit by working a variety of roles within an established and rapidly growing wealth management firm, as well as to help experienced advisors create a glide path for the future,” said CEO James Bogart.
Investment Product and Service Launches: Bogart Wealth Launches Advisor Growth Track – Natalie Lin
March 1, 2023
PlanAdviser features Bogart Wealth’s new professional growth and training program, Advisor Growth Track: Advisors who are new to the field will be able to gain expertise in all aspects of holistic financial planning, including retirement planning, investment management, estate and multigenerational planning, risk management, client services and communications, account management, operations, and more. For established advisers, Bogart Wealth creates a customized growth and succession plan for their continued growth.
Bogart Wealth announced Advisor Growth Track, a professional growth and training program for both emerging talent and experienced financial advisors that takes place in conjunction with employment at Bogart Wealth. The firm builds a personalized program for each individual so they can, as appropriate, “work all the stations” and find their groove within one of the fastest-growing advisory firms in the country.
Inc. Regionals 2023 Mid-Atlantic: America’s Fastest-Growing Private Companies
February 28, 2023
Bogart Wealth was named to the Inc. Regionals 2023 list of Fastest-Growing Companies, coming in at #105 in the Mid-Atlantic region with 98% 2-year growth. Companies are ranked according to percentage revenue growth from 2019 to 2021. Please See Important Disclosure Information.*
WSR Pathfinder Awards – Top Black Industry Leaders Of 2023 – Janeesa Hollingshead
February 28, 2023
Chief Investment Officer Aleksandr Spencer was named one of the Top Black Industry Leaders of 2023 by Wealth Solutions Report in their Pathfinder Awards for Black History Month, being named CIO of the Year.
7 Wealth Management Takeaways From Arizent’s Latest Technology Research – Justin Mack
February 27, 2023
CEO James Bogart is featured in this Financial Planning article on technology, discussing the invaluable nature of wealthtech when it comes to scaling his business: “While the growth [Bogart Wealth] has experienced in recent years is worth celebrating, the need to scale up creates gaps that only wealthtech can fill.”
Profile in Growth: Bogart Wealth – Ali Hibbs
February 21, 2023
In this profile in growth from WealthManagement.com, find out how CEO James Bogart built an RIA with an organic growth rate ten times the industry average with a plan, a little forethought, and a lot of free education.
How Wealth Management Firms Can Cut Costs But Stay Competitive – Suleman Din
February 14, 2023
In this article from Action! Magazine, CEO James Bogart discusses how even advisory firms that aren’t experiencing tightened cash flows will likely want to examine their expense profile as inflation impacts the economy.
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.
