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…
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…
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…
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…
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….
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…
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…
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…
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…
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…
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® Officially, the “Great Recession” was the period between December 2007 and June 2009 when the U.S. economy contracted by 4.2%. Over…
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