Michael Bush - Financial Advisor at Equitable Advisors

Michael Bush - Financial Advisor at Equitable Advisors Helping Hardworking People Achieve Financial Freedom

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc....
06/02/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc.pdf

Check out LPL Financial Research's Weekly Commentary on the market: "Add Context, and Stock Market Valuations are Far". ...
06/01/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Add Context, and Stock Market Valuations are Far".https://static.fmgsuite.com/media/documents/53a69ec5-417f-4f30-b2d7-c3c22f440321.pdf

Happy 529 Day- otherwise known as, National Education Savings Day! A 529 Plan is a triple-tax advantaged account that al...
06/01/2026

Happy 529 Day- otherwise known as, National Education Savings Day!

A 529 Plan is a triple-tax advantaged account that allows you to save money for your own or someone else's future education. Here's a few more things you may not have known about these plans:

Earnings in a 529 plan generally grow tax-deferred. Qualified withdrawals may be federally tax-free when used for certain qualified education expenses (generally tuition, fees, books, supplies/equipment, and—if certain requirements are met—room and board for eligible students; limited K–12 tuition may also qualify).

Some education-related expenses may qualify for tax-free 529 withdrawals depending on the plan and current law (for example, certain apprenticeship program costs and eligible vocational/technical school expenses). Whether items like test fees or credentialing/certification costs qualify depends on the specific program and applicable rules. Consult a tax professional about direct tax-related questions pertaining to 529 plans.

Depending on your state, 529 contributions may be eligible for a state tax deduction or credit, subject to limits and rules.

If you're looking to learn how to navigate the journey of education savings for yourself, a friend or family member, I invite you to reach me via DM and I'd be happy to have a conversation!

Check out LPL Financial Research's Weekly Commentary on the market: "Seeds of Opportunity: The Case for Agriculture Inve...
05/26/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Seeds of Opportunity: The Case for Agriculture Investments".https://static.fmgsuite.com/media/documents/9cf6b951-7c8e-4850-92b3-c2de539cb8f8.pdf

Still thinking about the Greater Cleveland Partnership IGNITE conference that I was able to attend last week. What an am...
05/19/2026

Still thinking about the Greater Cleveland Partnership IGNITE conference that I was able to attend last week. What an amazing time I had not only listening to the inspiring messages from Mayor Justin Bibb, CEO Baiju Shah and other renowned leaders in the community, but also networking with my local peers in the business and nonprofit space to discuss ways to collaborate on a shared vision of an improved economic output for all greater Cleveland residents.

I’m grateful and excited to be a part of the sustainable development and growth opportunities that are coming our way in the future.. As a fellow Clevelander, I always believed our community has world-class potential. I’m excited to know that the visionaries and change-makers are coming to the table to make those visions our reality.

Check out LPL Financial Research's Weekly Commentary on the market: "Energy Shock Expected to Hit Prices Harder Than the...
05/18/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Energy Shock Expected to Hit Prices Harder Than the Economy".

https://static.fmgsuite.com/media/documents/a54690d5-f997-46f4-9f3d-01f9ddf497a5.pdf

Check out LPL Financial Research's Weekly Commentary on the market: "A New Fed Regime: Warsh, Policy Direction, and Trea...
05/13/2026

Check out LPL Financial Research's Weekly Commentary on the market: "A New Fed Regime: Warsh, Policy Direction, and Treasury Market Consequences"
https://static.fmgsuite.com/media/documents/6e29f8f6-7271-405c-8d02-f3df95e6056c.pdf

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Independence, OH
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