Blog
IRS Raises Tax Brackets & Standard Deduction Due to Inflation
In a surprising twist amid persistent inflation, there’s a silver lining: a larger portion of your income will face lower tax rates in the upcoming…
Understanding the Fees and Costs Associated with Working with a Financial Advisor
When it comes to managing your finances and planning for the future, working with a knowledgeable financial advisor can be invaluable. Financial advisors provide personalized…
Benefits of Consolidating Your Investment Accounts
Picture this: instead of juggling multiple investment accounts, each with its own set of statements, fees, and strategies, imagine the simplicity and clarity of having…
If I Can Earn 5% in a Savings Account, Why Should I Invest?
We’ve been hearing variations of this question from several clients recently. As interest rates continue to rise for money markets, CDs, high-yield cash savings accounts,…
Owning Individual Bonds Versus Bond Mutual Funds
If you’re looking to invest in the bond market, there are two primary options available to you: individual bonds and bond mutual funds. While both…
Choosing Roth Vs. Traditional Contributions in your Company’s 401(k) Plan
When it comes to saving for retirement, there are several options for retirement accounts you can contribute to. One decision you are likely to make…
Managing Concentrated Stock Positions
As an investor, you have likely heard of the phrase “Don’t put all your eggs in one basket.” This adage is particularly applicable when it…
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. Related Tag: Retirement Planning…
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…
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…
Should You Still Consider Buying Bonds in Your Portfolio?
When the COVID pandemic began just over one year ago, the Federal Reserve lowered rates from 1.75% to near 0%, causing yields on fixed income…
5 Questions Everyone Can (and Should) Ask Themselves Before Retirement
What do you think of when you hear the word “retirement”? Do you think of travelling to far off, exotic places? Working on your golf…
B&C Financial Advisors Annuity Series – Part 3: Sample Annuity Contract
In the second part of our series on annuities, we took a look at some pros and cons of annuities. To end the series, in…
B&C Welcomes a New Partner – Adam Oerther
B&C Financial Advisors is happy to announce the addition of a new shareholder, Adam Oerther, Vice President & Wealth Advisor, effective 2021. Adam has been…
Spooky Finance: 5 Real (Bad) Personal Finance Tips We Hear Too Often
Well, Halloween is upon us, and while the fact it’s already the end of October is somewhat frightening on its own, we think it’s a…
The Importance of Understanding Inflation
You might have heard the saying, “A dollar today is worth more than a dollar in the future.” This is a popular quote regarding the…
B&C Financial Advisors Annuity Series – Part 2: Pros & Cons
In the first part of our annuity series, we defined some common terms associated with these often-complicated insurance products. Now that we are a bit…
A Word from the Investment Department: Coronavirus Considerations
Back in March, when COVID-19 was causing a quick and severe correction in the stock market, we wrote a post outlining some of the advice…
B&C Financial Advisors Annuity Series – Part 1: What is an Annuity?
Those who watch daytime television may be all too familiar with scenes of people leaning their heads outside their windows, shaking their fists at the…
IRS Issues Further Guidance on 2020 Required Minimum Distributions (RMDs)
As we discussed a few months ago, the federal government passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act on March 27, 2020, in…
Mortgage Rates are Low – Should You Refinance?
Interest rates have dropped significantly since the beginning of year. As a result, homeowners have increasingly become interested in refinancing their mortgage. If you are…
6 Ways to Be Financially Productive During Quarantine
If you had asked me a couple months ago what my plans were for the month of April, my response probably would have included things…
Highlights of the Historic Coronavirus Aid, Relief, and Economic Security (CARES) Act
In an effort to mitigate the effects the ongoing COVID-19 pandemic is having on Americans in every sector of the economy, the federal government signed…
The Coronavirus Has Infected the Stock Market…Now What?
With the coronavirus now spreading across over 100 countries, it is clear the effects from the virus are widespread and significant. In attempts to mitigate…
The SECURE Act – Impacting Retirement Planning
The SECURE (Setting Every Community Up for Retirement Enhancement) Act was signed into law by the president on December 20, 2019. This act incorporates some…
I Recently Paid Off My Student Loans 3 Years Early – Here’s How I Did It
As I discussed in a previous post, the average college student graduates with somewhere between $30,000 to $40,000 in student loans, with no indication of…
Mission House Coat Drive
As the holidays and colder weather rapidly approach, B&C Financial Advisors has decided to collect coats and other winter items again for Mission House, Inc.,…
B&C Goes Golfing with NFJG
Over the summer, B&C sponsored two junior golf tournaments put on by the North Florida Junior Golf (NFJG) Foundation. The first was the Jax Beach…
The Importance of Titling Your Investment Accounts
by Sean Guldi, CFP® Planning for one’s inevitable death is something few (if any) people look forward to. In some cases, people scramble to get…
B&C at News4JAX’s Wise Money Week
On Wednesday, May 16th, Investment Manager Adam Oerther answered phone calls for News4JAX’s Wise Money Week, which is a week filled “with activities and events…
B&C Welcomes Ryan Allan Glucksman!
We are happy to announce that there is a new addition to the B&C family! CEO & President Allan Cohen, CFP®, and his family are…
Don’t Stop with Bright Futures When Paying for College
Florida is a state lucky enough to benefit from the state-wide merit scholarship known as Bright Futures. Just recently, the state expanded the program, and…
Is Your Financial Advisor a Fiduciary?
By Adam Oerther, CFP® After writing my last blog post about lessons to be learned from the Great Recession, I realized I missed the opportunity…
Forbes Names Allan Cohen One of Florida’s Top Advisors
Have you heard the news? Allan Cohen, CFP®, and CEO of B&C Financial Advisors was ranked North Florida’s #30 top wealth advisor according to Forbes’…
Ten Years On: Four Personal Finance Lessons Learned from the Great Recession
By Adam Oerther, CFP® Officially, the “Great Recession” was the period between December 2007 and June 2009 when the U.S. economy contracted by 4.2%. Over…
How to Save $10,000 on College Expenses
The American Opportunity Tax Credit, or AOTC, allows for people to receive a maximum annual credit on their taxes of $2,500 per eligible student. This…
I Have a Love/Hate Relationship with Volatility
By Adam Oerther, CFP® As most of you know, the stock market was quite volatile in 2018, particularly in the last quarter. For some of…
B&C Team Building
As hard as it is to believe, 2018 is coming to a close. The B&C Financial Advisors team and significant others celebrated another successful year…
Finding Your Niche
On November 7th, Investment Manager Adam Oerther attended the Southeast RIA Summit, a conference for financial advisors who work for—or are interested in working for—independent…
B&C Partnership Announcement
B&C Financial Advisors has announced the addition of two new shareholders, Thomas Ellis, Executive Vice President, and Sean Guldi, Chief Investment Officer, effective 2018. Ellis…
Previous Employer Retirement Plans [401(k), 403(b), Etc.] – What Do You Do With Them?
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…
How Do People Get “Rich”?
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…
River Garden Gala
B&C President Jan Butensky and his wife Barbara attended the 25th Annual River Garden Gala held at the Sawgrass Mariott Golf Resort & Spa on…
Investing in Great Futures
by Jacque Bos, CCO On October 24th, Chief Compliance Office Jacque Bos and Investment Manager Adam Oerther attended an event for the Boys & Girls…
Jacksonville’s Longest Table
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…
B&C TopGolf Event
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…
B&C Client for a Cause: Diana Crimi & Second Chance Dogs
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…
Tax Planning for 2018
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…
What is Bitcoin? Should I Invest?
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…
Investing vs. Trading – What is the Difference?
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…
Recovering from Hurricane Season
We hope everyone has weathered Hurricane Irma and made it through with minimal impact. As you evaluate any damage you may have, please keep in…
End-of-Year Tax Planning Strategies
No matter your political leanings, paying taxes is a fact of life and an integral part of modern society. However, the federal government recognizes many…
Get Ready for Open Enrollment
by Sean Guldi, CFP® It’s that time of year again – Open Enrollment Season. Many of you work for larger companies who provide cafeteria-style plans…
Take B&C Out to the Ballgame!
This August, Jacksonville’s hottest sports team played host to B&C Financial Advisors! Our staff and guests enjoyed watching the Jacksonville Jumbo Shrimp play the Birmingham…
Client for a Cause: Julie Firestone | The Advocates for Human Rights
The Universal Declaration of Human Rights puts forth that all people are entitled to a life with dignity, justice, freedom, equality and peace. These unalienable…
A Personal Solution to a National Problem
It is no secret that college students today are graduating with unprecedented levels of student loan debt. According to Forbes, the total student loan debt…
Client for a Cause: John & Anne McKenzie | North Florida School of Special Education
For Dr. John and Mrs. Anne McKenzie, helping others is part of their daily lives. John, a retired interventional neuroradiologist, and Anne, a retired special…
PGA Presentation
This past May, B&C Financial Advisors had the opportunity to speak with PGA professionals from the Northern Chapter of the North Florida Section. B&C CEO…
Safeguarding Clients
At B&C Financial Advisors, protecting our clients from fraudulent activity is one of our top priorities. In today’s world, scammers and cyber thieves seem to…
Dinner at the Jacksonville Zoo and Gardens
This past March, B&C stepped out for a wild night at the Jacksonville Zoo and Gardens! 70 of our clients and friends joined us to…
A Night with B&C at the Theater
This past May, B&C staff gathered with 80 of our clients and friends for a night at Alhambra Theatre to see the Tony and Grammy…
Retirement Planning: Is There a Magic Number or Formula?
by Sean Guldi, CFP® According to the Pew Research Center, over the next 15 years roughly 10,000 Baby Boomers turn age 65 every day. This…
Client for a Cause: Jess Sternthal | Eckerd Community Alternatives
According to the Adoption Exchange Association, there are about 14,000 children in foster care in the state of Florida¹. Working with children and families in…
Client for a Cause: Dr. Peter Scholz | University of North Florida Archaeology Lab
For B&C client Dr. Peter Scholz, retirement has afforded him a chance to explore one of his lifelong passions – archaeology. Born to Swiss parents…
Jacksonville University Brunch with Basketball Legends
A morning spent eating a delicious brunch with six NBA legends – what could be better? B&C CEO Allan Cohen was able to enjoy this…
B&C Welcomes Maisie Grace Guldi!
April 13th, 2017 by B&C Financial Advisors This January, the B&C family grew by one! Our Director of Investment Management, Sean Guldi, and his wife Mallory…
Jessica Schmidt, Assistant Investment Manager
There is a new face in the Investment Department! Please join us in welcoming Jessica Schmidt as an Assistant Investment Manager. Jessica Schmidt joined the…
A Word from the Investment Department: Should I Own Company Stock?
Many companies as part of their retirement plan options allow for employees to buy company stock, whether through their 401(k) plan, and Employee Stock Options…
A Word from the Investment Department: The Importance of Estate Planning
B&C Financial Advisors is committed to assisting our clients in all aspects of their financial lives. One important aspect of this planning is estate planning….
24th Annual River Garden Gala
B&C Financial Advisors is proud to be a sponsor of the 24th Annual River Garden Gala. As a Circle of Friends level sponsor, B&C hosted…
Stephanie Lyman-Robinson, Client Relationship Manager
Please join us in welcoming Stephanie Lyman-Robinson to the B&C Financial Advisors team! Originally from New Jersey, Stephanie moved to Jacksonville over 25 years ago….
Dreams Come True Golf Tournament
On Monday, November 7th, B&C sponsored the Riverwood Men’s Club Charity Golf Tournament benefiting Dreams Come True, a local nonprofit organization that grants once-in-a-lifetime experiences…
B&C Seminar
One of our goals here at B&C is to find new ways to expand our clients’ financial literacy. This December, we hosted two sessions of…
Middleburg High School’s First Vystar Academy of Business and Entrepreneurship Reality Fair
It’s never too early to learn about fiscal responsibility – and while that may not be a part of a normal high school curriculum, Middleburg…
Client for a Cause
One of the best parts about living in Northeast Florida is being able to enjoy the beautiful outdoors. From the beach to the river, there…
A Day of Food, Wine & Charity
On Sunday, October 2nd, B&C’s Jacque Bos and Sean Guldi enjoyed a day of delicious food and wine – all for a good cause. St….
A Word from the Investment Department: Control What You Can
“What do you think about the election? Who do you think will win, Trump or Clinton? How will the election affect my investments?” We have…
Thomas Ellis’ Panama Roots
Thomas Ellis, B&C’s Wealth Advisor, has been a Jacksonville Beach resident since 1994. While he loves living in Jacksonville, he also calls Panama home, a…
Client for a Cause: Jean Francis & Mayo Clinic
B&C client Jean Francis has a clear passion for helping others. Jean’s work in the healthcare field began in 1966 when she was a teen…
Sean Guldi, Certified Financial Planner™
We would like to congratulate Sean Guldi, Director of Investment Management, on passing all of the requirements and examinations necessary to officially become a Certified Financial…
Cyber Security: Staying Safe Online
In today’s world, protecting yourself online can seem virtually impossible. Hackers and spammers are no longer limited to posing as deposed foreign princes or sending viruses through email. Despite the many challenges, there are…
A Night at the Theatre
Last Thursday, we took a break from our busy summer and headed to Alhambra Theatre & Dining to catch “Smokey Joe’s Cafe”! Over 80 of…
When Should I Change My Asset Allocation?
One of the most important decisions any investor makes is what their asset allocation should be. B&C Financial Advisors works with our clients to arrive…
Clients for a Cause: Field of Dreams
Baseball – America’s favorite pastime. Every spring, thousands of kids across the United States don uniforms and play in baseball leagues across the country. It…
Jacksonville Suns Event
Nothing says spring like baseball, so on Friday, April 29th, B&C Financial Advisors headed downtown to watch the Jacksonville Suns take on the Mississippi Braves….
The Winners of the 2016 Pro-Pro Invitational
Congratulations to Cary Splane of Marsh Creek Country Club and Gary Murfitt of Hyde Park Golf Club on winning the 2016 Pro-Pro Invitational held at…
Tax Loss Carryforwards
This time of year, most everyone is busy preparing and filing their tax returns. While this is a painful process for some people, B&C Financial…
B&C Financial Advisors Celebrates 21 Years
This March, B&C Financial Advisors celebrated its 21st anniversary with a delicious Italian lunch from Poppy’s Italiano and dessert from Flippin’ Good Cookies. It was a…
JU Global Citizen Award
This past February, Jacksonville University President Tim Cost honored filmmaker Ken Burns with the second annual Global Citizen Award. This award is presented to “an…
JU Order of the Dolphin
The Order of the Dolphin was started by Jacksonville University in 1976 to honor individuals and organizations who give $1,000+ to JU in a calendar…
Leukemia & Lymphoma Society Honor
Our very own Chief Compliance Officer Jacque Bos was acknowledged as a Bright Lights Club Member at the Leukemia & Lymphoma Society’s 2015 Annual Volunteer…
Adam Oerther, Certified Financial Planner™
B&C Financial Advisors would like to congratulate Investment Manager Adam Oerther on becoming a Certified Financial Planner™. Adam has been working towards this goal for…
Join Thomas Ellis and B&C Financial Advisors for a Day of Golf
Thomas Ellis is an Accredited Wealth Management Advisor (AMWA®) at B&C Financial Advisors. With 19 years of experience in the investment industry, Thomas is passionate…
Social Security Seminar
On January 21st, a collaborative effort was made by John Murphy of B&C Financial Advisors and George Koury of George Koury & Associates to help…
Don’t Miss Our Social Security Seminar
A BIG change just happened with Social Security and no one said a thing. Will you turn 66 on or before May 1, 2016? If…
Tapping Into Big Data? No Big Deal
Written by Grace L. Williams. “We are moving toward a fully paperless model,” says John Murphy, Chief Financial Officer of Ponte Vedra Beach, Fla.-based B&C Financial…
17TH ANNUAL HOLIDAY PARTY WAS A SUCCESS!
Every year, we like to show our appreciation to clients, friends and family by hosting a holiday party at the B&C office. This year was…
23rd Annual River Garden Gala
B&C Financial Advisors participated in a table sponsorship at the 23rd Annual River Garden Gala held at the Sawgrass Marriott on Saturday, November 21. This…
A Big Change Just Happened With Social Security and No One Said a Thing
Many people may know Congress recently passed a Federal Budget Agreement, which was largely supported by the President in order to increase the debt ceiling….
2015 Light the Night Walk
On the evening of Thursday, November 5th, B&C Financial Advisors participated in its 7th annual Light the Night Walk to support The Leukemia & Lymphoma…
Mission House Compassion by the Sea Benefit
On October 23rd, B&C spent the evening supporting a local beaches organization, Mission House, at their annual Compassion by the Sea benefit. Mission House is…
Beaches Fine Arts Series: Donal Fox
Thank you to our guests who attended last night’s Donal Fox concert, hosted by The Beaches Fine Arts Series (BFAS). We truly enjoyed the sweet sounds of…
Black Diamond Client Portal
We are approaching the end of our first year of using Black Diamond to produce client reports. One of the most exciting aspects of Black…
My Life Changing Afternoon
Written by Chief Compliance Officer, Jacque Bos. It was January 9, 2009 — the day that changed our lives forever. Connor, my youngest, had a…
What is Your Plan for the Future?
We all think about what we want for ourselves in retirement, in our careers, or even where we want to live. There are many things…
First female winner of 82nd Meninak Ocean Marathon Swim, sponsored by B&C Financial Advisors
On Saturday, July 25, more than 40 Jacksonville Beach volunteer lifesavers will compete in the 82nd Annual Meninak Ocean Marathon Swim. The competition between members…
11th Annual ALS Amelia Island Golf Classic
[mtphr_grid span=”8″ start=”true”] On August 7th B&C’s Chief Investment Officer, John Murphy, hit the links for a cure at the annual ALS Amelia Island Golf…
Video: B&C Financial Advisors Sponsors Annual Ocean Swim
B&C Financial Advisors was proud to sponsor the 82nd Annual Meninak Ocean Marathon Swim. On July 25, volunteer lifeguards began the 3.5 mile swim in…
JOIN US AT THE 82ND ANNUAL MENINAK OCEAN SWIM
On Saturday, July 25, more than 40 Jacksonville Beach volunteer lifesavers will compete in the 82nd Annual Meninak Ocean Marathon Swim.. The American Red Cross first…
Report #2: Portfolio Class and Segment Detail
As discussed in previous articles and communications we are using a new reporting software company called Black Diamond. The Quarterly Report is separate and different…
Why Everyone Needs a Financial Plan
Many people think having a financial plan is only for the wealthy; however, wealth is not defined by dollars alone.
Clients for a Cause | Judy Jameson
Osher Lifelong Learning Institute (OLLI) Member-Owned and Member-Operated Lifelong Learning for those over 50 Post written by Judy Jameson
Team B&C wins BFAS June 13 Triathlon
Each year, Beaches Fine Arts Series (BFAS) hosts their annual Triathlon competitions to support the free services they provide our community throughout the year, including the BFAS…
10th Annual Sports Luncheon
B&C Financial Advisors was proud to sponsor the 10th Annual Boys Scouts Sport Luncheon benefiting the Boy Scouts of America ScoutReach Division. This year’s luncheon…
Report #1: The Portfolio Summary
You may notice your B&C Reports for this quarter look a bit different than past quarters. As discussed in previous articles and communications we are…
Who Needs to Take an RMD (Required Minimum Distribution)?
The first question someone might ask is, what is an RMD? An RMD is an annual distribution from an IRA (Individual Retirement Account) that is…
Fasten Your Seatbelts!
Slight turbulence to be expected If you watch the business news channels, you’ve seen a lot of ups and downs in the stock market to…
Allan Cohen Presents for the Florida Bar
Co-Founder and Chief Executive Officer, Allan Cohen, was invited to be a featured speaker at the Workshop on Retirement and Succession Planning for Lawyers and…
Retirement Plan Changes in 2015
From changes in contribution limitations to a new account option, here’s what retirement savers can expect for 2015
Happy New Year!
We are welcoming in a new year, and everyone is forecasting what lies ahead. As we all know, a forecast is just a prediction of…
New Client Portal: Safe and Convenient
In September we announced that our reporting will be changing effective with the First Quarter 2015 Reports. Along with these changes there will also be…
Monica Heseman | Bayside Medical Missions
[tribulant_slideshow gallery_id=”1″] Bayside Medical Missions: Angels of Mercy
Our 16th Annual Holiday Party Was a Success!
We’d like to say Thank You! to everyone who joined us in the celebration. Every year, we like to show our appreciation to clients, friends…
How Smart Investors Limit Their Tax Obligation
When you invest money wisely you are likely to create capital gains and income. Capital gains and income will increase your tax liability, but there…
22nd Annual River Garden Gala
B&C Financial participated in a table sponsorship at the 22nd Annual River Garden Gala held at the Sawgrass Marriott on Saturday, November 22. This year’s…
JU Presidential Global Citizen Award Luncheon
On November 13th Allan & Kathy Cohen, attended the inaugural Presidential Global Citizen Award Luncheon at Jacksonville University honoring Indra K. Nooyi, Chairman and Chief…
Should You Own Life Insurance?
Clients often ask us whether or not they should own life insurance, and the answer is never simple.
2014 Light the Night Walk
On the evening of Thursday, November 6th, B&C Financial participated in its 6th annual Light the Night Walk to support The Leukemia Lymphoma Society. As…
How to Cope With Market Volatility
When you’re watching your favorite financial guru on TV and he says “the markets are up” you are happy. But when he tells you the…
How to Diversify Your Assets in Fixed Income
In a previous post, we discussed how to diversify one’s assets in equities. B&C Financial uses a top down approach to invest in companies across many…
How to Diversify Your Assets in Equities
Diversification, it is a term we often hear thrown about to explain how one can properly protect their investments. How many times have you heard…
Light the Night Walk
Join Team Connor Bos in the Mission to wipe out blood cancerThursday, November 6 | 6:00PM@ The Jacksonville Landing We’ve formed a team for this…
Why Do You Invest?
The answer to that question for many people is: I invest in order to make money. On the surface that might seem to be the…
Unraveling the World of Financial Products
Relationships Built Upon a Foundation of Knowledge The most important thing in our business is our relationship with our clients. One of the ways we…
B&C Clients for a Cause
Josh & Anna Dickenson | The BundiWater Project I recently met with Gerald in a dimly lit room in the front of a mud hut….
What’s the Story on Mutual Funds?
Mutual funds have been around for years and were created to allow small investors to have their money professionally managed in order to diversify and…
Rolling Out New Reporting in 2015
One of the most important aspects of our client-focused approach to investment management is ensuring our clients understand what they own, and reports are the…
Financial Advice for Children and Grandchildren
Many clients have asked us over the years what their children should be doing to begin building their savings for retirement. The best answer we…
We Invest in Your Digital Security
Cyber-attacks on our national security have become headline news of late, but a more prevalent occurrence is personal digital wire fraud by cyber thieves. Hackers…
B&C Financial: A NABCAP Premier Advisor
After participating in the intricate evaluation and review process, B&C Financial has made the NABCAP list of Premier Advisors for the third year in a…
We Support the Fight Against ALS
Often referred to as Lou Gehrig’s disease, Amyotrophic Lateral Sclerosis (ALS) is a progressive and usually fatal neuromuscular disease that slowly robs the body of…
The Importance of Asset Allocation
In the world of investing, people often want to know what the best investment is for them. The answer is not only what to invest…
5 Reasons Why You Need a Financial Advisor in Your Life
Managing your finances can be a daunting task, especially if you have little to no knowledge of financial planning. This is where a financial advisor…