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  • The Role of Individual Bonds in a High Interest Rate Environment
    Featured | Investment Planning

    The Role of Individual Bonds in a High-Interest Rate Environment

    ByAdam Oerther, CFP® January 25, 2024November 13, 2024

    In a high-interest rate environment, investors often seek higher returns on their investments to combat the effects of inflation and generate substantial income. While Certificates…

    Continue Reading The Role of Individual Bonds in a High-Interest Rate EnvironmentContinue

  • individual bonds
    Featured | Investment Planning | Tax Planning

    Owning Individual Bonds Versus Bond Mutual Funds

    ByAdam Oerther, CFP® June 5, 2023May 10, 2024

    If you’re looking to invest in the bond market, there are two primary options available to you: individual bonds and bond mutual funds. While both…

    Continue Reading Owning Individual Bonds Versus Bond Mutual FundsContinue

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  • WHO WE ARE
    • About Us
    • Employee Bios
    • Our Story
    • Our Approach
  • SERVICES
    • Investment Management & Comprehensive Financial Planning
    • Who We Serve
  • CLIENT ACCESS
    • Black Diamond
    • eMoney
    • PERSHING
    • Upload Documents
  • RESOURCES
    • Blog
    • B&C Newsletters
    • Relationship Summary
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