Bogart Wealth

Please help us congratulate the following Bogart Wealth team members as they celebrate another year with the firm! We appreciate their hard work and dedication to helping our clients reach their financial goals.

Chaz Billak, CFP®
Adam James Platt
Nicolas Conforti, CFP®
Luke Leonard
Nathan Vandemeulebroecke

Weren’t able to attend Bogart Wealth's LEARNING SERIES webinar on Wednesday? No problem! The recording is now available to watch on your own time. Financial Advisor Sydney Rutledge, CFP® covered Roth conversion planning, looking at the benefits of saving money in tax-optimized accounts and making backdoor Roth IRA contributions. Watch the full webinar replay here:

Roth Conversion Planning - Bogart Wealth Qualified Accounts Employer-Sponsored Retirement Plans Traditional IRA Accounts Roth Accounts Roth Conversions Surplus Required Minimum Distributions

Bogart Wealth’s Jung Seh, CFP® was recently quoted in this ComparisonAdviser article discussing expense ratios and why they matter to investors, how they can impact a portfolio, active vs. passive investing, and more. Read Jung's comments here:

What Are Expense Ratios? - ComparisonAdviser An expense ratio is the total cost an investor must cover each year to own shares of a fund. Here's how they work and why they're important.

Bogart Wealth’s Patrick Marcinko, CFP® was recently quoted in this Yahoo Finance article looking at ways the middle class can handle inflation: “When inflation begins to climb, it can seem like expenses are spiraling higher. It’s important to pause and take some time to track your expenses. It is not the most glamorous activity, but it is crucial to know where your money is going each month.” Read Patrick’s full comments here:

4 Ways the Upper Class Handles Inflation That the Middle Class Could Learn From Inflation can be a double-edged sword. On one side, it can cut into your budget by raising the cost of essentials like housing, food, and transportation. But it can also be harnessed to grow your...

Bogart Wealth’s Texas teams recently teamed up with Meals on Wheels Montgomery County to help pack meals for families in need. We take great pride in volunteering in our communities and helping where needed. Go team!

Misty Garza, CFP®, MBA
Mindy Harbour
Leah Dwyer, CFP®
Michael Camara, CFP®

In episode eight of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Financial Advisor Michael Camara, CFP®, from our Woodlands, TX office, joins James Bogart, CFP®, ChFC, to talk about the value a Registered Investment Advisory firm like Bogart Wealth can provide after clients retire. Watch the full episode here or listen wherever you get your podcasts:

Adding Value After Retirement | Ep. 8 | THE BOGART EFFECT: A Wealthy Wisdom Podcast Financial Advisor Mike Camara, CFP® from our Woodlands, TX office joins James Bogart, CFP®, CHFC® to talk about the value a registered investment advisory fi...

Cybersecurity is very important to Bogart Wealth and our clients. In this video, Financial Advisor Mike Duffy discusses some cybersecurity tips and best practices for keeping you and your information safe. Watch the full presentation here:

Cybersecurity Tips & Best Practices | Informational Presentation Cybersecurity is very important to Bogart Wealth and our clients. Today, Financial Advisor Mike Duffy goes through a few cybersecurity tips and best practice...

In this video, Bogart Wealth’s Nell Cordick, CFP® looks at steps you can take if retirement comes earlier than expected. Nell discusses retirement income planning, withdrawal strategies, and tax planning basics. She also looks at an example of a retirement roadmap. Watch the full presentation here:

What if Retirement Comes Earlier Than Expected? - Bogart Wealth ADDITIONAL DISCLOSURE INFORMATION:This content has been independently produced by Bogart Wealth. Bogart Wealth is independent of, and has no affiliation with,

Please help us wish the following Bogart Wealth team members a happy June birthday!

Patrick Marcinko, CFP®
Saro Gahima
James Bogart, CFP®, ChFC
Christine Janaske
Leah Dwyer, CFP®

Not Pictured:
Jung Seh, CFP®
Brian Windsor, CFP®

Bogart Wealth’s newest SPECIAL GUIDE on College Planning 101 is now available! This guide has a collection of articles and resources that we hope you find helpful as you start the college journey, including info on timelines, applying for financial aid, 529 plans, college inflation rates, managing expenses, tax credits, and more. Access your copy of the guide here:

College Planning 101 - Bogart Wealth Expertly crafted guides to inform and advise on the latest news and topics.

Bogart Wealth’s Patrick Marcinko, CFP® was recently quoted in this GOBankingRates article looking at how much you need to move from lower middle class to upper middle class in various high-cost cities: “When moving to an area that has a higher cost of living than what you’re accustomed to, it is important to have a good handle on your money, particularly your expenses.” Read Patrick’s full comments here:

How Much You Need To Go From Lower Middle Class to Upper Middle Class in 5 High-Cost Cities Even earning above the national median might not get you far.

Bogart Wealth was a proud sponsor of the 2024 Food for Others annual golf tournament. The Fairfax-based non-profit is an important part of Northern Virginia’s safety net for those needing food to supplement their supplies. Special shout out to Brendon Dashiell, CFA, Jack Loesch, Jason Gulosh, CFP®, and Luke Leonard for representing Bogart Wealth at the event!

Weren’t able to attend Bogart Wealth's latest LEARNING SERIES webinar on Wednesday? Good news, you can now watch the recording on your own time! Financial Advisor Daniel Evans, CFP® discussed ways to start saving for college, including what type of accounts to open and how much to save. He also shared tips for stretching whatever has been already saved as far as possible once it's time for college. Watch the full webinar replay here:

Financial Planning for College - Bogart Wealth Tuition Trends and Statistics 529 Plans Types of Financial Aid FAFSA and CSS Profile College and University Trends and Statistics The Ivy League Earnings Myth

In episode seven of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Financial Advisor Nell Cordick, CFP® joins James Bogart, CFP®, ChFC to talk about the basics of estate planning, including the different pieces of your plan, who all should be involved, and why you should start thinking about your estate plan now. Watch the full episode here or listen wherever you get your podcasts:

Estate Planning | Ep. 7 | THE BOGART EFFECT: A Wealthy Wisdom Podcast Today, James Bogart, CFP®, CHFC® is joined by Financial Advisor Nell Cordick, CFP® to talk about the basics of estate planning including what are the differe...

ICYMI: Bogart Wealth’s newest SPECIAL GUIDE is a Newly Single Checklist that can help you get a handle on the financial side of things, helping to create time and space to deal with the other hurdles you may encounter during this challenging period.

Download the Newly Single Checklist here:

Newly Single Checklist - Bogart Wealth Expertly crafted guides to inform and advise on the latest news and topics.

Weren’t able to attend Bogart Wealth's latest LEARNING SERIES webinar last week? Don’t worry, you can now watch the recording on your own time! Financial Advisor Brian Windsor, CFP® discussed tax optimization and charitable giving highlighting the SECURE Act 2.0, back-door Roth IRA contributions, and other tax strategies to consider. Watch the full webinar replay here:

Tax Optimization and Charitable Giving - Bogart Wealth The Secure Act 2.0 Back-Door Roth IRA Contributions Orindary Income Tax Schedules Tax Strategies to Consider Tax Loss Harvesting Charitable Donations Donor