THE BOGART EFFECT: A Wealthy Wisdom podcast

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تمت الإضافة منذ fifty-one أسبوع

المحتوى المقدم من Christine Janaske and Bogart Wealth. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Christine Janaske and Bogart Wealth أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

State Secrets: Inside The Making Of The Electric State

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The Secret To Getting Inspired: Millie Bobby Brown & Chris Pratt Go Behind The Scenes 21:04

منذ 5 أيام21:04

التشغيل لاحقا

قوائم

إعجاب

احب

21:04

Step into the mysterious and visually stunning world of The Electric State as host Francesca Amiker takes you behind the scenes with the creative masterminds who brought Simon Stålenhag’s dystopian vision to life. In this premiere episode, directors Joe and Anthony Russo, stars Millie Bobby Brown and Chris Pratt, writers Christopher Markus and Stephen McFeely, and producers Angela Russo-Otstot and Chris Castaldi reveal how they transformed a haunting graphic novel into an epic cinematic experience. Watch The Electric State coming to Netflix on March 14th. Check out more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

THE BOGART EFFECT: A Wealthy Wisdom Podcast

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THE BOGART EFFECT: A Wealthy Wisdom Podcast is the official podcast of Bogart Wealth, featuring founder and CEO James Bogart, CFP®, ChFC® and his team of financial advisors and special guests having candid conversations about everything related to personal finance. Each will share personal stories and experiences, with the goal of taking a fresh look at what saving and planning for the future looks like. Tune in for insightful takeaways that you can apply to your own financial life! The audio episodes will be available on Apple, Spotify, and wherever else you get your podcasts, while video versions of each episode will be available on YouTube.

24 حلقات

THE BOGART EFFECT: A Wealthy Wisdom Podcast

updated منذ 16 يومًا

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24 حلقات

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1
Retirement Strategies: Tax Planning – Episode 24 31:06

منذ 16 يومًا31:06

31:06

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Misty Garza, CFP® for part 2 of our Retirement Strategies mini-series. This episode is all about strategies and tricks for Tax Planning. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm; its services are limited in scope to financial planning advisement and related consulting. No portion of its services should be construed as comprehensive legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart’s current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com . Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security. Bogart Wealth is not affiliated with ExxonMobil; the content of this presentation has not been written or endorsed by ExxonMobil.…

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Retirement Strategies: Withdrawal – Episode 23 19:24

منذ 30 يومًا19:24

19:24

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Misty Garza, CFP® to cover strategies and techniques in withdrawing from your portfolio in retirement. This episode is the first part of a multi-part series on Retirement Strategies. Stay tuned for more to come! Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart’s current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com . Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security. https://bogartwealth.com/important-disclosure-information/…

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The Financial Planning Process at Bogart Wealth – Episode 22 31:34

منذ 6 weeks31:34

31:34

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is for the first time joined by Bogart Wealth's Financial Planning Manager Sandra Terronez, CFP®. Together, they discuss the role that Bogart Wealth's Financial Planning team plays in helping clients plan for their goals and futures. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart’s current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com . Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security. https://bogartwealth.com/important-disclosure-information/…

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2025 Strategy and Planning Outlook – Episode 21 33:10

منذ 9 weeks33:10

33:10

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Mike Camara, CFP®, from Bogart Wealth's The Woodlands, TX office to set the stage for 2025 and your financial planning outlook for the new year. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart’s current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com . Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security. https://bogartwealth.com/important-disclosure-information/…

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2024 Year End Planning – Episode 20 41:35

منذ 14 weeks41:35

41:35

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Nell Cordick, CFP®, to wrap up 2024 and go through essential year end planning and strategies to consider. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart’s current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com . Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security. https://bogartwealth.com/important-disclosure-information/…

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Budgeting for the Holidays – Episode 19 15:48

منذ 16 weeks15:48

15:48

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Jung Seh, CFP®, to remind us of the importance of sticking to your budget and plan during the holiday season. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart’s current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com . Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security. https://bogartwealth.com/important-disclosure-information/…

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End of Year Giving – Episode 18 28:04

منذ 18 weeks28:04

28:04

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Morgan Veth, CFP®, to talk about charitable giving and the best vehicles to use when giving to your favorite causes. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart’s current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com . Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security. https://bogartwealth.com/important-disclosure-information/…

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Retirement Cash Flow Planning – Episode 17 38:50

منذ 21 weeks38:50

38:50

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Brian Windsor, CFP®, to talk about different factors and strategies to consider in your Retirement Cash Flow Planning. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart’s current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com . Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security. https://bogartwealth.com/important-disclosure-information/…

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Today's Housing Market – Episode 16 26:13

منذ 23 weeks26:13

26:13

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Daniel Evans, CFP®, from Bogart Wealth's The Woodlands, Texas office, talking about the current state of the housing market and factors that led us here. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart’s current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com . Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security. https://bogartwealth.com/important-disclosure-information/…

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Elections and the Market – Episode 15 21:16

منذ 25 weeks21:16

21:16

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Bogart Wealth's Chief Investment Officer Aleksandr Spencer, CFA®, to discuss politics, investing, and the relationship between elections and the market. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart’s current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com . Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security. https://bogartwealth.com/important-disclosure-information/…

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Lessons on Risk – Episode 14 28:38

منذ 27 weeks28:38

28:38

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Patrick Marcinko, CFP®, to define risk and how it plays a part in the investment and financial planning choices you can make. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com IMPORTANT DISCLOSURE INFORMATION Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered a recommendation to buy, sell, or hold any specific security. The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. A copy of Bogart’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://www.bogartwealth.com . https://bogartwealth.com/important-disclosure-information Registration as an investment adviser (RIA) does not imply a certain level of skill or training.…

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Common Retirement Mistakes – Episode 13 31:30

منذ 29 weeks31:30

31:30

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Misty Garza, CFP®, from Bogart Wealth's Houston, TX office to cover a few common retirement mistakes that retirees and future retirees can think about in their planning. Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. A copy of Bogart’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://www.bogartwealth.com . https://bogartwealth.com/important-disclosure-information/ Registration as an investment adviser (RIA) does not imply a certain level of skill or training.…

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Are You Ready if Retirement Comes Early – Episode 12 28:08

منذ 32 weeks28:08

28:08

Today, James Bogart, CFP®, CHFC®, is joined by Leah Dwyer, CFP®, to discuss how to plan for and prepare for retirement if it suddenly comes earlier than expected. Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. A copy of Bogart’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://www.bogartwealth.com . https://bogartwealth.com/important-disclosure-information/ Registration as an investment adviser (RIA) does not imply a certain level of skill or training.…

منذ 51 weeks29:25

29:25

In the first episode of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Bogart Wealth CEO & President James Bogart, CFP®, CHFC® and Financial Advisor Brian Windsor, CFP® talk about how they prepare and plan for their financial future in the new year. Call our office or visit our website to learn more about how we can help: 703-570-8651 www.BogartWealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. A copy of Bogart’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.bogartwealth.com . https://bogartwealth.com/important-disclosure-information/…

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