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.
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