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…
The Immense Benefit of a Health Savings Account (HSA)
In today’s world, where healthcare costs are steadily rising, and financial planning is paramount, people are constantly searching for ways to secure their health and…
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…
The Role of Individual Bonds in a High-Interest Rate Environment
In a high-interest rate environment, investors often seek higher returns on their investments to combat the effects of inflation and generate substantial income. While Certificates…
IRS Raises Tax Brackets & Standard Deduction Due to Inflation
In a surprising twist amid persistent inflation, there’s a silver lining: a larger portion of your income will face lower tax rates in the upcoming…
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…
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…
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