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 with B&C Financial Advisors. In this position, my main roles with the firm were reviewing client portfolios, researching companies for our investment models, and analyzing the existing portfolios of prospective …

Continue reading “Why I Don’t Manage My Own Portfolio”

B&C’s Chief Investment Officer Sean Guldi discusses what it’s like to be a fiduciary financial advisor on the Just Peachie Show.

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 to outlive my money, or is my money going to outlive me? In response to this higher demand for advice on how to not outlive their money, many financial advisors …

Continue reading “Should You Buy “Guaranteed Income”?”

Welcoming a new child or grandchild into your family is typically an exciting and memorable experience. In addition to witnessing a new life being brought into the world, you ponder what kind of life this child will have, hoping they will climb to great heights and accomplish many wonderful achievements. As you think about all …

Continue reading “Saving for Children’s Futures: Pros & Cons of Common Account Types”

The COVID pandemic has changed the habits and routines of countless individuals. For many, the pandemic has altered the way they interact with others and even made an impact on their spending habits. Through all the haze, college planning is still on the forefront of many investors’ minds, and COVID has changed parents’ sentiments of …

Continue reading “Planning for College After COVID”