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…
End of content
End of content