James Bogart, CFP®, ChFC®

President and CEO of Bogart Wealth, based in McLean, VA. Please see important disclosures here:

[Barron's Advisor @barronsadvisor]

James Bogart: The Unexpected Way Grappling With Covid Set Us Up for Success https://t.co/1ERwz6KZPZ

[James Bogart, CFP®, ChFC® @jamesbogart]

You can now watch Bogart Wealth's latest LEARNING SERIES webinar recording on your own time! Financial Advisor Patrick Marcinko, CFP® looked at various ways you can plan for the unexpected so you’re ready when a curve ball is thrown your way.
Watch here:
https://t.co/YBFR7zj2fp

[James Bogart, CFP®, ChFC® @jamesbogart]

In Episode #15 of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Bogart Wealth's Chief Investment Officer Aleksandr Spencer, CFA®, joins me to discuss politics, investing, and the relationship between elections and the market. Watch the full episode here:

https://t.co/1gNzcNHY4W

[James Bogart, CFP®, ChFC® @jamesbogart]

Don’t miss the next webinar in Bogart Wealth's LEARNING SERIES - happening this Wednesday, September 11th - where Financial Advisor Nell Cordick, CFP®, covers the various aspects of Long Term Care Planning.
Learn more and register here:
https://t.co/lCZmwNzOel

[James Bogart, CFP®, ChFC® @jamesbogart]

Please join us in wishing a happy birthday to all of our Bogart Wealth team members who are celebrating their birthdays in September!

Nicolas Conforti, CFP®
Nell Cordick
Daniel Evans, CFP®
Michael Camara, CFP®

[James Bogart, CFP®, ChFC® @jamesbogart]

In Episode #14 of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Financial Advisor Patrick Marcinko, CFP® joins me to define risk and how it plays a part in the investment and financial planning choices you can make. Watch the full episode here:
https://t.co/Ub0rGXpkHq

[James Bogart, CFP®, ChFC® @jamesbogart]

Bogart Wealth’s MEET THE TEAM video series introduces Nathan Vandemeulebroecke, Advisor Growth Track Associate. Nate joined Bogart in June of 2023 after graduating from Virginia Tech where he earned a bachelor’s degree in financial planning and wealth management.

[James Bogart, CFP®, ChFC® @jamesbogart]

Bogart Wealth’s newest SPECIAL GUIDE dives into annuities to help you understand the pros and cons before deciding if it’s right for you. Find the full guide here:

https://t.co/HVuOHTO81J

[James Bogart, CFP®, ChFC® @jamesbogart]

Missed Bogart Wealth's latest LEARNING SERIES webinar on Wednesday? Good news: you can now watch the recording on your own time! Financial Advisor Jung Seh, CFP® gave a detailed overview on Social Security.

Watch the full webinar replay here:
https://t.co/pXwPDdcHv6

[James Bogart, CFP®, ChFC® @jamesbogart]

Bogart Wealth’s MEET THE TEAM video series would like to introduce you to Grayson Kirby, Advisor Growth Track Associate in the Client Services department. Grayson joined Bogart Wealth in February 2023 after graduating from @virginia_tech.

Glad to have you on the team, Grayson!

[James Bogart, CFP®, ChFC® @jamesbogart]

Please join us in wishing a happy birthday to all of our Bogart Wealth team members who are celebrating their birthdays in August!

Amanda Muse, CFP®
Jack Loesch
Misty Garza, CFP®, MBA
(not pictured) Pete Knoer, CFP®

[James Bogart, CFP®, ChFC® @jamesbogart]

Don’t miss the next webinar in Bogart Wealth's LEARNING SERIES - Wednesday, August 28th - Financial Advisor Jung Seh, CFP®, gives an overview on Social Security.
Learn more and register here:
https://t.co/BxB98zQytj

[James Bogart, CFP®, ChFC® @jamesbogart]

In Episode #13 of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Financial Advisor Misty Garza, CFP®, MBA, joins me to discuss the common retirement mistakes people make. Watch the full episode here or listen wherever you get your podcasts:

https://t.co/4giCylPUxf

[James Bogart, CFP®, ChFC® @jamesbogart]

Bogart Wealth’s Mike Duffy discussed the firm’s tech stack and what the firm looks for when it comes to #wealthtech in this article written by @Softlab360CEO of SoftLab360 for @wealth_mgmt's 2024 Midyear Outlook issue. https://t.co/WCdi7QHt3M

[James Bogart, CFP®, ChFC® @jamesbogart]

Bogart Wealth’s MEET THE TEAM video series introduces Mindy Harbour, Business Development Coordinator and Texas Offices Administrator out of our office in The Woodlands, Texas. Mindy joined Bogart Wealth in December 2021.
Glad to have you on the team, Mindy!

[James Bogart, CFP®, ChFC® @jamesbogart]

Bogart Wealth’s Patrick Marcinko discusses how the development and growth of next-gen financial advisors is crucial to sustaining the industry’s success in this article he wrote for @wealth_mgmt’s 2024 Midyear Outlook issue. Read the full article here:
https://t.co/LHYLPyAxuU

[James Bogart, CFP®, ChFC® @jamesbogart]

This highlight clip from our recent LEARNING SERIES webinar on preparing to retire, Misty Garza, CFP® highlights some of the most common retirement concerns people have.
Watch the full replay of this WEBINAR from Bogart Wealth's LEARNING SERIES here:
https://t.co/nCLSUEHHPY

[James Bogart, CFP®, ChFC® @jamesbogart]

Bogart Wealth’s Morgan Veth, CFP® was recently quoted in @ComparisonAdv, discussing the impact of an inheritance on a retirement plan. Morgan suggests taking time to reflect on the best use of the inheritance.

Read the full article here:
https://t.co/4u44hyXmnq

[James Bogart, CFP®, ChFC® @jamesbogart]

Please join us in congratulating @AleksCSpencer, CFA, Chief Investment Officer at Bogart Wealth, as he celebrates another year with the firm! We appreciate all his hard work and dedication to helping our clients reach their financial goals.

[James Bogart, CFP®, ChFC® @jamesbogart]

Missed Bogart Wealth's latest LEARNING SERIES webinar on Wednesday? Good news: you can now watch the recording on your own time! Financial Advisor Misty Garza, CFP®, MBA looks at how to know if you are ready to retire.
Watch the full webinar replay here:
https://t.co/nCLSUEHHPY