How B&C Handles Cash in Client Accounts
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…
What Should I Do in a Bear Market?
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…
Investing in a Good Night’s Sleep
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….
2022 Tax Rates, Schedules, and Contribution Limits
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…
Is a Roth Conversion Right for You?
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…
Why I Don’t Manage My Own Portfolio
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…
A Glimpse into a Fiduciary Financial Advisor’s Mind
B&C’s Chief Investment Officer Sean Guldi discusses what it’s like to be a fiduciary financial advisor on the Just Peachie Show.
Should You Buy “Guaranteed Income”?
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…
Saving for Children’s Futures: Pros & Cons of Common Account Types
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…
Planning for College After COVID
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…
Investing in Stocks is Risky, How Do You Manage the Risk?
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…
Strategies for Distributing an Inherited IRA Under the SECURE Act
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…