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The Pros and Cons of Using AI in Financial Planning: A Balanced Perspective
ByKellie Kelleher-Smith, CAP® May 4, 2026May 4, 2026
Financial planning is deeply personal, often intertwined with life goals and aspirations. Our commitment to serving you means taking the time to understand your unique story, guiding you with empathy, and ensuring your financial strategy aligns with your values.
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B&C News | Compliance & Reporting | Featured
Safeguarding Clients
ByB&C Financial Advisors July 18, 2017October 29, 2024
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…
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Compliance & Reporting | Featured
Cyber Security: Staying Safe Online
ByB&C Financial Advisors July 18, 2016August 3, 2023
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…
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B&C News | Compliance & Reporting | Featured
Black Diamond Client Portal
ByB&C Financial Advisors September 23, 2015August 9, 2024
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…
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Compliance & Reporting | Featured
Report #2: Portfolio Class and Segment Detail
ByB&C Financial Advisors July 17, 2015September 30, 2024
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…
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Compliance & Reporting | Featured
Report #1: The Portfolio Summary
ByB&C Financial Advisors April 16, 2015September 13, 2024
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…
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B&C News | Compliance & Reporting | Featured
New Client Portal: Safe and Convenient
ByB&C Financial Advisors December 12, 2014September 13, 2024
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…
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B&C News | Compliance & Reporting | Featured
Rolling Out New Reporting in 2015
ByB&C Financial Advisors September 17, 2014June 26, 2024
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…
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Compliance & Reporting | Featured
We Invest in Your Digital Security
ByJacque Bos August 28, 2014June 26, 2024
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…
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The Pros and Cons of Using AI in Financial Planning: A Balanced Perspective

Safeguarding Clients

Cyber Security: Staying Safe Online

Black Diamond Client Portal

Report #2: Portfolio Class and Segment Detail

Report #1: The Portfolio Summary

New Client Portal: Safe and Convenient

Rolling Out New Reporting in 2015

We Invest in Your Digital Security

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