Tax Planning for 2018
by Sean Guldi, CFP® It is all over the news – Congress and the Trump administration are busy attempting to enact a large-scale overhaul of…
What is Bitcoin? Should I Invest?
by Adam Oerther, CFP® If you watch or read the news on an even semi-regular basis, chances are you have come across the term Bitcoin…
Investing vs. Trading – What is the Difference?
by Adam Oerther, CFP® When people find out someone works in investments, that person receives a number of reactions: “So, when is the next correction…
A Personal Solution to a National Problem
It is no secret that college students today are graduating with unprecedented levels of student loan debt. According to Forbes, the total student loan debt…
A Word from the Investment Department: Should I Own Company Stock?
Many companies as part of their retirement plan options allow for employees to buy company stock, whether through their 401(k) plan, and Employee Stock Options…
A Word from the Investment Department: Control What You Can
“What do you think about the election? Who do you think will win, Trump or Clinton? How will the election affect my investments?” We have…
When Should I Change My Asset Allocation?
One of the most important decisions any investor makes is what their asset allocation should be. B&C Financial Advisors works with our clients to arrive…
Tax Loss Carryforwards
This time of year, most everyone is busy preparing and filing their tax returns. While this is a painful process for some people, B&C Financial…
Fasten Your Seatbelts!
Slight turbulence to be expected If you watch the business news channels, you’ve seen a lot of ups and downs in the stock market to…
Happy New Year!
We are welcoming in a new year, and everyone is forecasting what lies ahead. As we all know, a forecast is just a prediction of…
How Smart Investors Limit Their Tax Obligation
When you invest money wisely you are likely to create capital gains and income. Capital gains and income will increase your tax liability, but there…
How to Cope With Market Volatility
When you’re watching your favorite financial guru on TV and he says “the markets are up” you are happy. But when he tells you the…
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