BASH Capital

09/01/2026

BASH Shorts: Thematic Investing Part 2

Thematic investing can be a powerful way to capture long-term trends and opportunities across the market.

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 broader investment plan.

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08/21/2026

🚨Team Announcement 🚨

We’re excited to welcome Eric Loughnane to the BASH Capital team! 🎉

With 12 years of experience as a financial advisor, Eric brings a thoughtful, personalized approach to helping families pursue their financial goals. His favorite part of the job is getting to know each family’s unique priorities and circumstances, then building a financial plan and portfolio designed around what matters most to them.

For Eric, the fun part is the journey—continually adapting strategies as markets shift, life evolves, and priorities change.

We’re thrilled to have Eric on board and look forward to all that’s ahead!

Please join us in giving Eric a warm welcome to BASH Capital! 👋

08/21/2026

BASH Capital is officially on Instagram! 🎉

Swipe through to get to know the team, both as professionals and as people.

Follow along for market insights, financial education, a glimpse into life at BASH, and everything in between.

Make sure to follow up at https://www.instagram.com/bash.capital/

08/18/2026

The BASH Breakdown- What is an In-Service Rollover?

David Dieal and Mark Maroldo break down what an in-service rollover is, how this 401(k) feature works, and why it may be a strategy worth considering for certain investors.

🎧 Tune in to learn more about this retirement planning strategy and whether it could make sense as part of your overall financial plan.



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08/13/2026

The BASH Breakdown- What are RMDs?

David Dieal explains what Required Minimum Distributions (RMDs) are, when they begin, and how they impact your retirement accounts. He also breaks down the key differences between Traditional IRAs and Roth IRAs when it comes to RMDs—and what retirees need to know to plan ahead.



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08/11/2026

🎙️ The newest episode of The BASH is here!

In this episode, Matt and Scott dive into several important topics for investors and those preparing for retirement, including:

📉 Recessions: Are long-term recessions a thing of the past?
🏖️ Retirement planning: Key considerations to help you prepare for the future
📊 Thematic investing: What it is, how it works, and why investors may consider it
🏦 The Federal Reserve: Thoughts on the new Fed Chair’s decision not to raise interest rates and what it could mean for the economy and markets

Tune in for their insights, perspectives, and takeaways on the topics shaping today’s financial landscape.



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08/06/2026

The BASH Breakdown- What is a Roth Conversion?

In this video, Mark Maroldo explains what a Roth conversion is, how the strategy works, and some of the potential benefits it can offer as part of a long-term retirement and tax planning strategy.



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08/05/2026

08/04/2026

BASH Shorts- Midterm Market Effect

In this video, CIO Scott Shaw breaks down how midterm elections have historically impacted the stock market, separating headlines from long-term investing realities. Learn why investors should stay focused on their financial goals instead of reacting to short-term political noise.



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07/30/2026

The BASH Breakdown: Vesting Schedule

Understanding your employer's vesting schedule is an important part of maximizing your workplace retirement benefits. In this video, David Dieal explains what a vesting schedule is, how it works, and the different types of vesting schedules you may encounter—helping you better understand when employer contributions become fully yours.



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