The BASH Episode 23 – Retirement Ready?
In this episode, Matt and Scott dive into several important topics for investors and those preparing for retirement, including recessions, retirement planning, Thematic Investing…
Since each client’s unique financial history and life goals are different, and require its own roadmap, we custom-build a plan for every single client, designed specifically for their individual trajectory. We’re proud to have been in business for over 20 years and over those years we’ve developed some of the most experienced, comprehensive and technically sophisticated capabilities in our industry. We provide our clients with an array of financial services including personal wealth management, customized financial planning, trust and estate planning, institutional investment strategies and all points in between.
BASH principals are proud to have been selected as industry leaders in the Financial Planning and Investment Advisory world. Our Founders are most grateful for this recognition which reflects and validates our Client First Philosophy.
In this episode, Matt and Scott dive into several important topics for investors and those preparing for retirement, including recessions, retirement planning, Thematic Investing…
In the latest episode of The BASH, Matt and Scott dive into earnings, portfolio diversification, financial literacy, and the elections — breaking down the big topics with insight…
Check out BASH Capital's Padel Event from March 12th, 2026
In the latest episode of The BASH, Matt and Scott share their perspectives on what to expect in 2026, including insights on U.S. stocks, cash positioning, trade, and the…
CFO Matthew Bagell shares how he answers this common question from clients and how he navigates the conversation to help them determine when the timing is right for their unique…
BASH Capital CIO Scott Shaw shares his perspective on traditional recessions and how the nature of recessions has evolved over time.
CFO Matthew Bagell shares his perspective on thematic investing, how he incorporates this strategy into client portfolios, and why it can play an important role alongside a…
CIO Scott Shaw shares his perspective on thematic investing and how it can play a role in a well-rounded investment strategy. He discusses how investors can thoughtfully…
Learn the risks and options available when deciding whether to transfer, keep, or cash out an old 401(k).
Understand the pros and cons of leaving your 401(k) with a former employer versus rolling it into an IRA.
Learn about new 2026 retirement plan updates, including Roth catch-up contribution rules and student loan matching programs.
Understand the upcoming 2026 retirement plan changes involving automatic enrollment and increased catch-up contributions.
Check out the November 5th, 2025, Market and Economic Update with BASH Capital's Chief Investment Officer, Scott A. Shaw, CFA®, CFP®
Check out the May 28, 2025, Market and Economic Update with BASH Capital's Chief Investment Officer, Scott A. Shaw, CFA®, CFP®
Check out the January 3rd, 2025, Market and Economic Update with BASH Capital's Chief Investment Officer, Scott A. Shaw, CFA®, CFP®
Check out the September 12th, 2024 Market and Economic Update with BASH Capital's Chief Investment Officer, Scott A. Shaw, CFA®, CFP®
Our principals, portfolio managers, and the administrative support teams are exceptionally qualified to serve our clients. With prestigious educational degrees, industry certifications and professional honors, we’re frequently quoted in top financial publications, and consistently recognized by many of those publications as being in their top tier of wealth managers.
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