If I Can Earn 5% in a Savings Account, Why Should I Invest?
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,…
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 advisor on the Just Peachie Show. Related Tag: Retirement Planning…
What do you think of when you hear the word “retirement”? Do you think of travelling to far off, exotic places? Working on your golf…
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…
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…
The American Opportunity Tax Credit, or AOTC, allows for people to receive a maximum annual credit on their taxes of $2,500 per eligible student. This…
By Adam Oerther, CFP® As most of you know, the stock market was quite volatile in 2018, particularly in the last quarter. For some of…
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…
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