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.
Spooky Finance: 5 Real (Bad) Personal Finance Tips We Hear Too Often
Well, Halloween is upon us, and while the fact it’s already the end of October is somewhat frightening on its own, we think it’s a…
The Importance of Understanding Inflation
You might have heard the saying, “A dollar today is worth more than a dollar in the future.” This is a popular quote regarding the…
A Word from the Investment Department: Coronavirus Considerations
Back in March, when COVID-19 was causing a quick and severe correction in the stock market, we wrote a post outlining some of the advice…
Mortgage Rates are Low – Should You Refinance?
Interest rates have dropped significantly since the beginning of year. As a result, homeowners have increasingly become interested in refinancing their mortgage. If you are…
6 Ways to Be Financially Productive During Quarantine
If you had asked me a couple months ago what my plans were for the month of April, my response probably would have included things…
Highlights of the Historic Coronavirus Aid, Relief, and Economic Security (CARES) Act
In an effort to mitigate the effects the ongoing COVID-19 pandemic is having on Americans in every sector of the economy, the federal government signed…
The Coronavirus Has Infected the Stock Market…Now What?
With the coronavirus now spreading across over 100 countries, it is clear the effects from the virus are widespread and significant. In attempts to mitigate…
Is Your Financial Advisor a Fiduciary?
By Adam Oerther, CFP® After writing my last blog post about lessons to be learned from the Great Recession, I realized I missed the opportunity…
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…
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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