Category: A Word from the Investment Department

by Adam Oerther, CFP® One employee benefit companies often use to attract and retain talent in the workforce is access to a retirement plan, such as a 401(k), 403(b), or SIMPLE IRA plan. These types of plans allow you to make pre-tax contributions, which not only lower your taxable income for the year but also […]

by Adam Oerther, CFP® While the definition of “rich” is different for everyone, just about all lifestyles require money. Being able to sustain these lifestyles without having a recurring income (i.e. a salary), particularly during your retirement years, requires an accumulation of resources from which you can fund the activities you need and want to […]

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 […]

by Adam Oerther, CFP® When people find out someone works in investments, that person receives a number of reactions: “So, when is the next correction coming?” “Which stocks should I buy right now?” “How will [some political situation] affect the stock market?” These questions are interesting, not because they are silly or unreasonable (who wouldn’t […]