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How B&C Handles Cash in Client Accounts
Investment Planning

How B&C Handles Cash in Client Accounts

ByB&C Financial Advisors March 13, 2023March 15, 2023

Most folks have seen the news about the FDIC’s takeover of Silicon Valley Bank.  We felt it prudent, in light of this situation, to discuss…

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What Should I Do in a Bear Market?
Investment Planning

What Should I Do in a Bear Market?

BySean Guldi August 15, 2022

We get this question often, especially in down markets like we are experiencing now.  “What do I do when the market is correcting?” “What do…

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Investing in a Good Night’s Sleep
Investment Planning

Investing in a Good Night’s Sleep

ByJessica Schmidt July 26, 2022

B&C prides itself on being a preservation of capital money manager and managing money in a way that allows our clients to sleep at night….

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Tax Planning

2022 Tax Rates, Schedules, and Contribution Limits

ByB&C Financial April 13, 2022

With another tax season coming to a close (on April 18th unless you filed for an extension), it may be a good time to look…

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Is a Roth Conversion Right for You?
Retirement Planning | Tax Planning

Is a Roth Conversion Right for You?

ByJessica Schmidt January 28, 2022

There are different stages you go through in life: the young working individual just starting their careers, the vetted professional with a family, and the…

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Why I Don’t Manage My Own Portfolio
Investment Planning

Why I Don’t Manage My Own Portfolio

ByAdam Oerther November 3, 2021

Upon graduating from the University of Florida in 2012 (how has it already been so long?!), I accepted a position as an Assistant Investment Manager…

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General Principles

A Glimpse into a Fiduciary Financial Advisor’s Mind

BySean Guldi October 14, 2021

B&C’s Chief Investment Officer Sean Guldi discusses what it’s like to be a fiduciary financial advisor on the Just Peachie Show.

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Should You Buy “Guaranteed Income”?
Investment Planning | Retirement Planning

Should You Buy “Guaranteed Income”?

ByAdam Oerther September 23, 2021

During times of economic uncertainty, it is common for people to seek out financial advice as they seek to answer the question: Am I going…

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Saving for Children’s Futures: Pros & Cons of Common Account Types
Education Planning

Saving for Children’s Futures: Pros & Cons of Common Account Types

ByAdam Oerther July 22, 2021

Welcoming a new child or grandchild into your family is typically an exciting and memorable experience. In addition to witnessing a new life being brought…

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Planning for College After COVID
Education Planning

Planning for College After COVID

ByAdam Howard June 28, 2021

The COVID pandemic has changed the habits and routines of countless individuals. For many, the pandemic has altered the way they interact with others and…

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Investing in Stocks is Risky, How Do You Manage the Risk?
Investment Planning

Investing in Stocks is Risky, How Do You Manage the Risk?

ByAdam Oerther June 10, 2021

As much as we’d all love to live in a world where bad things never happen, the unfortunate reality is nearly everything in life involves…

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Strategies for Distributing an Inherited IRA Under the SECURE Act
Estate & Gift Planning | Retirement Planning | Tax Planning

Strategies for Distributing an Inherited IRA Under the SECURE Act

ByAdam Oerther May 4, 2021

Since the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019, a whole slew of changes surrounding…

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