Unraveling the World of Financial Products

Relationships Built Upon a Foundation of Knowledge The most important thing in our business is our relationship with our clients. One of the ways we work toward this ideal is to provide educational opportunities. We help to broaden our client’s understanding of wealth management in several ways including client meetings, our newsletter and also in …

B&C Clients for a Cause

Josh & Anna Dickenson | The BundiWater Project  I recently met with Gerald in a dimly lit room in the front of a mud hut. His voice was strong and vibrant and there were plenty of smiles to go around as he talked about high school and home life. This meeting was certainly a far …

What’s the Story on Mutual Funds?

Mutual funds have been around for years and were created to allow small investors to have their money professionally managed in order to diversify and protect their savings. The funds allowed investors, who were just getting started, to put money away without taking on high risk.              Most company retirement plans utilize mutual funds as …

Rolling Out New Reporting in 2015

One of the most important aspects of our client-focused approach to investment management is ensuring our clients understand what they own, and reports are the bedrock of this understanding. B&C Financial is proud to announce we are working with Black Diamond, a subsidiary of Advent Software, our current reporting vendor, to provide updated reporting for …

Financial Advice for Children and Grandchildren

Many clients have asked us over the years what their children should be doing to begin building their savings for retirement. The best answer we can give is to have their children talk to us. Our clients are a part of our family. The best thing we can do is also to help their children …

B&C Financial: A NABCAP Premier Advisor

After participating in the intricate evaluation and review process, B&C Financial has made the NABCAP list of Premier Advisors for the third year in a row. This is good news for you.  The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards among both investors and …

We Support the Fight Against ALS

Often referred to as Lou Gehrig’s disease, Amyotrophic Lateral Sclerosis (ALS) is a progressive and usually fatal neuromuscular disease that slowly robs the body of its ability to walk, speak, swallow and breathe. The mission of The ALS Association is to lead the fight to treat and cure ALS through global research and nationwide advocacy, …

The Importance of Asset Allocation

In the world of investing, people often want to know what the best investment is for them. The answer is not only what to invest in, but more importantly how to invest. There are many ways to invest money, but ultimately most investments in the financial world come down to stocks and bonds. People who …