Investing in a Good Night’s Sleep
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….
Is a Roth Conversion Right for You?
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…
Why I Don’t Manage My Own Portfolio
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…
A Glimpse into a Fiduciary Financial Advisor’s Mind
B&C’s Chief Investment Officer Sean Guldi discusses what it’s like to be a fiduciary financial advisor on the Just Peachie Show.
5 Questions Everyone Can (and Should) Ask Themselves Before Retirement
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…
6 Ways to Be Financially Productive During Quarantine
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…
B&C at News4JAX’s Wise Money Week
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…
How to Save $10,000 on College Expenses
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…
I Have a Love/Hate Relationship with Volatility
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…
Finding Your Niche
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…
![Previous Employer Retirement Plans [401(k), 403(b), Etc.] – What Do You Do With Them?](https://bandcfinancial.com/wp-content/uploads/2018/03/retirement_plan.jpg)
Previous Employer Retirement Plans [401(k), 403(b), Etc.] – What Do You Do With Them?
by Adam Oerther, CFP® One employee benefit companies often use to attract and retain talent in the workforce is access to a retirement plan, such…
How Do People Get “Rich”?
by Adam Oerther, CFP® While the definition of “rich” is different for everyone, just about all lifestyles require money. Being able to sustain these lifestyles…
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