B&C Seminar
One of our goals here at B&C is to find new ways to expand our clients’ financial literacy. This December, we hosted two sessions of…
Middleburg High School’s First Vystar Academy of Business and Entrepreneurship Reality Fair
It’s never too early to learn about fiscal responsibility – and while that may not be a part of a normal high school curriculum, Middleburg…
Client for a Cause
One of the best parts about living in Northeast Florida is being able to enjoy the beautiful outdoors. From the beach to the river, there…
A Day of Food, Wine & Charity
On Sunday, October 2nd, B&C’s Jacque Bos and Sean Guldi enjoyed a day of delicious food and wine – all for a good cause. St….
A Word from the Investment Department: Control What You Can
“What do you think about the election? Who do you think will win, Trump or Clinton? How will the election affect my investments?” We have…
Thomas Ellis’ Panama Roots
Thomas Ellis, B&C’s Wealth Advisor, has been a Jacksonville Beach resident since 1994. While he loves living in Jacksonville, he also calls Panama home, a…
Client for a Cause: Jean Francis & Mayo Clinic
B&C client Jean Francis has a clear passion for helping others. Jean’s work in the healthcare field began in 1966 when she was a teen…
Sean Guldi, Certified Financial Planner™
We would like to congratulate Sean Guldi, Director of Investment Management, on passing all of the requirements and examinations necessary to officially become a CERTIFIED FINANCIAL…
Cyber Security: Staying Safe Online
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…
A Night at the Theatre
Last Thursday, we took a break from our busy summer and headed to Alhambra Theatre & Dining to catch “Smokey Joe’s Cafe”! Over 80 of…
When Should I Change My Asset Allocation?
One of the most important decisions any investor makes is what their asset allocation should be. B&C Financial Advisors works with our clients to arrive…
Clients for a Cause: Field of Dreams
Baseball – America’s favorite pastime. Every spring, thousands of kids across the United States don uniforms and play in baseball leagues across the country. It…
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