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?
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…
PGA Presentation
This past May, B&C Financial Advisors had the opportunity to speak with PGA professionals from the Northern Chapter of the North Florida Section. B&C CEO…
Retirement Planning: Is There a Magic Number or Formula?
by Sean Guldi, CFP® According to the Pew Research Center, over the next 15 years roughly 10,000 Baby Boomers turn age 65 every day. This…
B&C Seminar
One of our goals here at B&C is to find new ways to expand our clients’ financial literacy. This December, we hosted two sessions of…
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…
What is Your Plan for the Future?
We all think about what we want for ourselves in retirement, in our careers, or even where we want to live. There are many things…
Why Everyone Needs a Financial Plan
Many people think having a financial plan is only for the wealthy; however, wealth is not defined by dollars alone.
Retirement Plan Changes in 2015
From changes in contribution limitations to a new account option, here’s what retirement savers can expect for 2015
Why Do You Invest?
The answer to that question for many people is: I invest to make money. On the surface that might seem to be the most obvious…
What’s the Story on Mutual Funds?
Mutual funds have been around for years and were created to allow small investors to have their money professionally managed in order to diversify and…
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