The IRS recently announced the updated federal income tax brackets and other key tax changes for 2026. These annual adjustments are designed to prevent taxpayers…
Discover how timeless values of generational wisdom, financial discipline, and legacy preservation still shape modern wealth management. Inspired by lessons from the Great Depression and a grandfather’s enduring principles, this story shows why fiduciary duty, holistic planning, and fee-only advice stand the test of time — and why true financial planning is about more than numbers, it’s about building stability for generations.
Geopolitical events—such as trade policies, elections, or international conflicts—can significantly impact financial markets, creating volatility that investors must navigate carefully. Understanding how these factors influence your portfolio is essential for making informed decisions and maintaining long-term stability in your investments.
Managing your finances can be a daunting task, especially if you have little to no knowledge of financial planning. This is where a financial advisor…
B&C Financial Advisors is happy to announce the addition of a new shareholder, Adam Oerther, Vice President & Wealth Advisor, effective 2021. Adam has been…
As the holidays and colder weather rapidly approach, B&C Financial Advisors has decided to collect coats and other winter items again for Mission House, Inc.,…
Over the summer, B&C sponsored two junior golf tournaments put on by the North Florida Junior Golf (NFJG) Foundation. The first was the Jax Beach…
On Wednesday, May 16th, Investment Manager Adam Oerther answered phone calls for News4JAX’s Wise Money Week, which is a week filled “with activities and events…
We are happy to announce that there is a new addition to the B&C family! CEO & President Allan Cohen, CFP®, and his family are…
Have you heard the news? Allan Cohen, CFP®, and CEO of B&C Financial Advisors was ranked North Florida’s #30 top wealth advisor according to Forbes’…
As hard as it is to believe, 2018 is coming to a close. The B&C Financial Advisors team and significant others celebrated another successful year…
On November 7th, Investment Manager Adam Oerther attended the Southeast RIA Summit, a conference for financial advisors who work for—or are interested in working for—independent…
End of content
End of content