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  • Financial Planning Strategies Amidst Presidential Transitions
    Investment Planning | Tax Planning

    Financial Planning Strategies Amidst Presidential Transitions

    ByKellie Kelleher-Smith, CAP® January 8, 2025January 31, 2025

    As President-elect Donald Trump prepares to assume office on January 20, 2025, many investors are wondering how this transition might affect the stock market and…

    Continue Reading Financial Planning Strategies Amidst Presidential TransitionsContinue

  • Practicing Investment Discipline During an Election Cycle: The Crucial Role of Rebalancing
    General Principles | Investment Planning

    Practicing Investment Discipline During an Election Cycle: The Crucial Role of Rebalancing

    ByAdam Oerther, CFP® August 9, 2024August 23, 2024

    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…

    Continue Reading Practicing Investment Discipline During an Election Cycle: The Crucial Role of RebalancingContinue

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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
    • Disclosure Brochure
    • FAQS
    • Black Diamond Quick Start Guide
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