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…
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