by Adam Oerther, CFP® On November 15th, Investment Manager Adam Oerther volunteered at Jacksonville’s Longest Table event, presented by JAX Chamber. From the event’s Facebook page: “The Longest Table is a shared meal at one table that stretches more than 600 feet along Independent Drive to foster conversation and build relationships across economic, racial, religious […]

B&C TopGolf Event

January 18th, 2018 by B&C Financial Advisors

This past November, B&C employees and significant others gathered together at TopGolf Jacksonville to celebrate another great year of serving our clients’ financial needs. A night of delicious food, camaraderie, and most importantly, golf, served as the perfect way to end a busy year. Investment Manager Adam Oerther walked away with the trophy for top […]

Giving stray and mistreated dogs a second chance has been a lifelong passion of B&C client Diana Crimi. When she was five years old, her family adopted a rescue dog and her father’s love of dogs is a legacy that Diana carries on. She rescued dogs while attending Florida State University and Jacksonville University, and […]

Tax Planning for 2018

January 18th, 2018 by B&C Financial Advisors

by Sean Guldi, CFP® It is all over the news – Congress and the Trump administration are busy attempting to enact a large-scale overhaul of the tax code. Uncertainty abounds with respect to the details, and there is still a chance the overhaul does not make its way through both the House and the Senate […]

by Adam Oerther, CFP® If you watch or read the news on an even semi-regular basis, chances are you have come across the term Bitcoin at least once or twice. Considering the price of Bitcoin has skyrocketed this year, with the year-to-date return at over 1000% as of December 8th, it’s no wonder the mass […]