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Articles

Woman sitting on a rock looking out at lake. In the distance is a large mountain range

It's Never Too Late to Save for Retirement

Categories
Retirement
Jan 10, 2023
Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.

Creating an Investment Philosophy

Categories
Investments
Dec 16, 2022
Hand holding a bill with a red "Past Due" stamp on it

Debt and Retirement: Can You Handle Both?

Categories
Retirement
Nov 29, 2022
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Top 5 Financial Terms You Should Understand

Categories
Finance
Investments
Nov 17, 2022
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Charitable Giving: How Your Gift Gives Back in Tax Deductions

Categories
Finance
Tax Planning
Nov 15, 2022
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Paws and Effect - The annual cost of pet ownership and how to reduce costs

Categories
Finance
Lifestyle
Nov 10, 2022
A row of houses along a canal

Retiring Abroad

Categories
Retirement
Lifestyle
Nov 8, 2022
fair lights in hands

Preparing for an Early or Unexpected Retirement

Categories
Retirement
Nov 4, 2022
A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop

Personal Finance Mistakes to Avoid

Categories
Finance
Savings
Oct 28, 2022
A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers

Retirement Plan FAQs

Categories
Retirement
Investments
Oct 20, 2022

The 2023 Cost-of-Living Adjustment

Categories
Retirement
Oct 18, 2022
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4 Tips for Minimizing Financial Anxiety

Categories
Finance
Lifestyle
Oct 7, 2022

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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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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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