Using BofA Global research, Bush Tshudy Montgomery and Associates favors simple, risk-managed portfolios of equities and non-correlated assets, including U.S. Treasury bills. “Investors are often ‘starved’ for income,” Todd points out. “But they also need growth. We want to give clients a comfort level with investing. Capitalism works for people, when they take advantage of it. That’s why I’ll explain capitalism and help clients embrace it, rather than fear the markets.”
For individuals who can benefit from a hands-on approach (especially during difficult transitions), Todd Bush, Jeremy Tshudy, and Ian Montgomery offer a wealth management experience that is both personal and professional. Encouraging clients to consider that advancements in medical science can help them enjoy longer lives, Bush Tshudy Montgomery and Associates helps clients prepare for likely and unlikely circumstances – from a retirement lifestyle to rising health care costs. Long-term care and Social Security strategies are also discussed.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
