Practicing Investment Discipline During an Election Cycle: The Crucial Role of Rebalancing
Disregarding any personal views you may have regarding the voting process or the intelligence of the average voter, the vast majority agrees democracy is an…
Tee Up Your Investment Strategy: Investing Lessons from Golf
Let’s face it, golf is hard. Widely known by those who play as one of the more mentally challenging sports, golf requires an exceptional amount…
Financial Planning for Young Adults: Tips for Building Wealth in Your 20s & 30s
In today’s fast-paced world, young adults are faced with unique financial challenges and opportunities. As a generation marked by student loan debt, fluctuating job markets,…
Staying the Course: Investment Wisdom for Election-Year Volatility
As an election year unfolds, investors often find themselves grappling with uncertainty and wondering how to navigate the potential impact of political changes on their…
Understanding the Fees and Costs Associated with Working with a Financial Advisor
When it comes to managing your finances and planning for the future, working with a knowledgeable financial advisor can be invaluable. Financial advisors provide personalized…
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,…
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 advisors on the Just Peachie Show. Related Tag: Retirement Planning…
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…
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