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Articles

ETFs or Index Funds – Which is Better for the Passive Investor?

Jan 7, 2021

Five Things You Should Expect From Your Financial Advisor

Jan 4, 2021

Portfolio Investing: Do You Know Where you are Right Now vs. Where You’re Headed?

Dec 28, 2020

Charitable Giving with Purpose Magnifies Your Gifts

Dec 24, 2020
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The Art and Science of Asset Allocation

Dec 21, 2020
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What are your Portfolio Performance Expectations?

Dec 17, 2020
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Should You Retire at the Same Time As Your Spouse?

Dec 14, 2020
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Establishing Goals for Your Estate Plan

Dec 10, 2020
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Intelligent Options for College Savings

Dec 7, 2020
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Are My Social Security Benefits Taxable?

Dec 3, 2020
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How to Finance Your Dream Car

Nov 30, 2020
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Financial Decisions Made Easy with Clearly-Defined Goals

Nov 26, 2020

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  • Home
  • About
    • Our Firm
    • Our Team
    • Our Philosophy
    • Why BH Asset Management?
      • Do you need an Advisor?
  • How We Help
    • Managing Finances
      • Managing Finances for Businesses
      • Managing Finances for Individuals
    • Estate Planning
    • Charitable Giving
    • Retirement Planning
  • Services
    • Private Portfolio Management
      • Investment Process & Strategy
      • Proprietary Research
      • Personal Attention
      • Client Solutions
    • Institutional Portfolio Management
  • Impact Investing
  • Resources
    • Financial Calculator
    • Articles
    • FAQ
  • Client Login
  • ‎

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Where We Are


Email: Info@BHAsset.com

777 West Putnam Avenue
Third Floor 
Greenwich, CT 06830
United States

Phone: (203) 987-6227

 

104 West 40th Street, 5th Floor
New York, NY 10018
United States

Phone: (212) 575-0234

 

1221 Brickell Avenue, 9th Floor
Miami, FL 33131
United States

Phone: (786) 475-1280

 

Union Bank Plaza
445 S. Figueroa Street, 31st Floor,
Los Angeles, California, 90071

Phone: (310)-951-2946

     

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