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…
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