From Overwhelmed Borrower to Financial Advisor: The Lessons I Bring to Every Client
Student loan debt is not just a financial challenge. For many, it shapes the earliest years of adulthood. Research shows that student loan balances have…

Student loan debt is not just a financial challenge. For many, it shapes the earliest years of adulthood. Research shows that student loan balances have…

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.

“What should I do about my investments with everything happening in the world right now?” We hear this question constantly—from clients, prospective clients, friends, and…

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…

We’ve been hearing variations of this question from several clients recently. As interest rates continue to rise for money markets, CDs, high-yield cash savings accounts,…

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 prides itself on being a preservation of capital money manager and managing money in a way that allows our clients to sleep at night….

There are different stages you go through in life: the young working individual just starting their careers, the vetted professional with a family, and the…

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…
B&C’s Chief Investment Officer Sean Guldi discusses what it’s like to be a fiduciary financial advisors on the Just Peachie Show. Related Tag: Retirement Planning…

What do you think of when you hear the word “retirement”? Do you think of traveling to far-off, exotic places? Working on your golf game…

If you had asked me a couple months ago what my plans were for the month of April, my response probably would have included things…
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