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…
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…
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,…
B&C’s Chief Investment Officer Sean Guldi discusses what it’s like to be a fiduciary financial advisor on the Just Peachie Show. Related Tag: Retirement Planning…
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…
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…
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…
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…
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…
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…
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…
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…
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