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…
Owning Individual Bonds Versus Bond Mutual Funds
If you’re looking to invest in the bond market, there are two primary options available to you: individual bonds and bond mutual funds. While both…
Choosing Roth Vs. Traditional Contributions in your Company’s 401(k) Plan
When it comes to saving for retirement, there are several options for retirement accounts you can contribute to. One decision you are likely to make…
Managing Concentrated Stock Positions
As an investor, you have likely heard of the phrase “Don’t put all your eggs in one basket.” This adage is particularly applicable when it…
How B&C Handles Cash in Client Accounts
Most folks have seen the news about the FDIC’s takeover of Silicon Valley Bank. We felt it prudent, in light of this situation, to discuss…
What Should I Do in a Bear Market?
We get this question often, especially in down markets like we are experiencing now. “What do I do when the market is correcting?” “What do…
Investing in a Good Night’s Sleep
B&C prides itself on being a preservation of capital money manager and managing money in a way that allows our clients to sleep at night….
Why I Don’t Manage My Own Portfolio
Upon graduating from the University of Florida in 2012 (how has it already been so long?!), I accepted a position as an Assistant Investment Manager…
Should You Buy “Guaranteed Income”?
During times of economic uncertainty, it is common for people to seek out financial advice as they seek to answer the question: Am I going…
Investing in Stocks is Risky, How Do You Manage the Risk?
As much as we’d all love to live in a world where bad things never happen, the unfortunate reality is nearly everything in life involves…
Should You Still Consider Buying Bonds in Your Portfolio?
When the COVID pandemic began just over one year ago, the Federal Reserve lowered rates from 1.75% to near 0%, causing yields on fixed income…
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…
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