Geopolitical events—such as trade policies, elections, or international conflicts—can significantly impact financial markets, creating volatility that investors must navigate carefully. Understanding how these factors influence your portfolio is essential for making informed decisions and maintaining long-term stability in your investments.
As you approach retirement age, one of the biggest decisions you will have to make is when to start taking Social Security benefits. You have…
In today’s world, where healthcare costs are steadily rising, and financial planning is paramount, people are constantly searching for ways to secure their health and…
When it comes to saving for retirement, there are several options for retirement accounts you can contribute to. One decision you are likely to make…
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…
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…
As we discussed a few months ago, the federal government passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act on March 27, 2020, in…
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…
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