Student loan debt is not just a financial challenge. For many, it shapes the earliest years of adulthood. Research shows that student loan balances have…
“What should I do about my investments with everything happening in the world right now?” We hear this question constantly—from clients, prospective clients, friends, and…
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 advisors on the Just Peachie Show. Related Tag: Retirement Planning…
During times of economic uncertainty, it is common for people to seek out financial advice as they seek to answer the question: Am I going…
Since the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019, a whole slew of changes surrounding…
What do you think of when you hear the word “retirement”? Do you think of traveling to far-off, exotic places? Working on your golf game…
In an effort to mitigate the effects the ongoing COVID-19 pandemic is having on Americans in every sector of the economy, the federal government signed…
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…
by Sean Guldi, CFP® It is all over the news – Congress and the Trump administration are busy attempting to enact a large-scale overhaul of…
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