Why Working With a Fiduciary Advisor Can Provide the Best Financial Outcomes

Fiduciary advisors discussing finances with their client’s best interest in mind

Hiring an expert to help manage your finances is a vital decision for your future. Many financial experts have lengthy industry track records and have assisted countless clients in reaching their financial goals.  There are multiple advisor types in the field, however, and you should be aware of the differences as you select a professional […]

The Fiduciary Rule

The High Standard That Large Wirehouses Have Fought to Avoid for Decades By now you may have heard of the Fiduciary Rule. Of course, if your financial advisor is already a Registered Investment Adviser (RIA), it’s likely you already know that your advisor is held to the fiduciary standard, as defined by the Federal government […]

Why Work With Bogart Wealth?

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What is a fiduciary advisor?

By now, many Americans know to ask whether their financial advisor is a “fiduciary.” In the decade following the financial crisis, regulators moved to protect the interests of regular folks working with professional advisors. In the meantime, critics urged everyday Americans to ask one all-important question before accepting financial advice: Is the person advising you […]

U.S. Supreme Court Blocks Student Loan Cancellation, Payments to Resume

Three important developments occurred recently in the world of federal student loans: the U.S. Supreme Court blocked an executive order offering loan cancellation to certain borrowers; Congress set an expiration date for the payment moratorium that has been in effect since March 2020; and new student loan interest rates have been set for the 2023–2024 […]

How To Repay Federal Student Loans

Getting strategic about student loan repayment can be a vital part of financial planning. The majority of college graduates leave school with some type of student loan debt, so it’s important to have a strategy in place for paying down debt that complements the rest of the goals you and your family are working toward. […]