Blog

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 I do if we are in a bear market?” “If there is a recession, what does that mean for me and my planning and investments?” We strive to construct an …

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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. When the world seems too chaotic and unsettling, most people want to know that they—and their portfolios—are in good hands. We accomplish this goal by building a diversified portfolio tailored …

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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 ahead at the remainder of the year and consider making adjustments to the various items that will affect next year’s tax return. As such, B&C Financial Advisors has compiled an …

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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 retired individual who needs to make sure their retirement savings will fund their remaining years and potentially provide an inheritance to their heirs. During each phase of life, there are …

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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 with B&C Financial Advisors. In this position, my main roles with the firm were reviewing client portfolios, researching companies for our investment models, and analyzing the existing portfolios of prospective …

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