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What Should I Do in a Bear Market?
Investment Planning

What Should I Do in a Bear Market?

BySean Guldi August 15, 2022

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…

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I Have a Love/Hate Relationship with Volatility
Investment Planning

I Have a Love/Hate Relationship with Volatility

ByAdam Oerther January 17, 2019

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…

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General Principles | Investment Planning

What is Bitcoin? Should I Invest?

ByAdam Oerther December 11, 2017

by Adam Oerther, CFP® If you watch or read the news on an even semi-regular basis, chances are you have come across the term Bitcoin…

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Employee Benefits Planning | Investment Planning

A Word from the Investment Department: Should I Own Company Stock?

ByB&C Financial Advisors April 13, 2017

Many companies as part of their retirement plan options allow for employees to buy company stock, whether through their 401(k) plan, and Employee Stock Options…

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General Principles | Investment Planning

A Word from the Investment Department: Control What You Can

BySean Guldi September 30, 2016

“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…

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General Principles | Investment Planning

When Should I Change My Asset Allocation?

ByB&C Financial Advisors July 13, 2016

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…

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General Principles | Investment Planning | Retirement Planning

Fasten Your Seatbelts!

ByB&C Financial Advisors February 4, 2015

Slight turbulence to be expected If you watch the business news channels, you’ve seen a lot of ups and downs in the stock market to…

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General Principles | Investment Planning

Happy New Year!

ByB&C Financial Advisors January 21, 2015

We are welcoming in a new year, and everyone is forecasting what lies ahead. As we all know, a forecast is just a prediction of…

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General Principles | Investment Planning

How to Cope With Market Volatility

ByB&C Financial Advisors November 6, 2014

When you’re watching your favorite financial guru on TV and he says “the markets are up” you are happy. But when he tells you the…

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Investment Planning

How to Diversify Your Assets in Fixed Income

ByB&C Financial Advisors October 30, 2014

In a previous post, we discussed how to diversify one’s assets in equities.  B&C Financial uses a top down approach to invest in companies across many…

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Investment Planning

How to Diversify Your Assets in Equities

ByB&C Financial Advisors October 23, 2014

Diversification, it is a term we often hear thrown about to explain how one can properly protect their investments.  How many times have you heard…

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General Principles | Investment Planning

Why Do You Invest?

ByB&C Financial Advisors October 16, 2014March 22, 2023

The answer to that question for many people is: I invest in order to make money. On the surface that might seem to be the…

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  • WHO WE ARE
    • About Us
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    • Investment Management & Comprehensive Financial Planning
    • Relationship Summary
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  • CLIENT ACCESS
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    • Blog
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