Practicing Investment Discipline During an Election Cycle: The Crucial Role of Rebalancing
Disregarding any personal views you may have regarding the voting process or the intelligence of the average voter, the vast majority agrees democracy is an…
What Should I Do in a Bear Market?
We get this question often, especially in down markets like we are experiencing now. “What do I do when the market is correcting?” “What do…
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….
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…
The Importance of Titling Your Investment Accounts
by Sean Guldi, CFP® Planning for one’s inevitable death is something few (if any) people look forward to. In some cases, people scramble to get…
Is Your Financial Advisor a Fiduciary?
By Adam Oerther, CFP® After writing my last blog post about lessons to be learned from the Great Recession, I realized I missed the opportunity…
Ten Years On: Four Personal Finance Lessons Learned from the Great Recession
By Adam Oerther, CFP® Officially, the “Great Recession” was the period between December 2007 and June 2009 when the U.S. economy contracted by 4.2%. Over…
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…
Investing vs. Trading – What is the Difference?
by Adam Oerther, CFP® When people find out someone works in investments, that person receives a number of reactions: “So, when is the next correction…
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…
When Should I Change My Asset Allocation?
One of the most important decisions any investor makes is what their asset allocation should be. B&C Financial Advisors works with our clients to arrive…
Tax Loss Carryforwards
This time of year, most everyone is busy preparing and filing their tax returns. While this is a painful process for some people, B&C Financial…
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