By Ian Aguilar, CFP® The American Opportunity Tax Credit, or AOTC, allows for people to receive a maximum annual credit on their taxes of $2,500 per eligible student. This means the government is willing to grant ten thousand dollars (over four years) of tax credits to every qualifying student. If you have three kids, this …

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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 you, this volatility may have invoked feelings of worry or nervousness over the future of the market; others may have felt indifferent about it, as the stock market is known …

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As hard as it is to believe, 2018 is coming to a close. The B&C Financial Advisors team and significant others celebrated another successful year with a holiday dinner at Eleven South Bistro. Afterwards, we tested our problem-solving abilities as a group as we attempted to “escape the rooms” at Mind Benders Escape Rooms. We …

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On November 7th, Investment Manager Adam Oerther attended the Southeast RIA Summit, a conference for financial advisors who work for—or are interested in working for—independent Registered Investment Advisors (RIAs) in the southeastern U.S. Adam was invited to speak on one of the panels at the conference, which focused on finding your niche as an advisory …

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B&C Financial Advisors has announced the addition of two new shareholders, Thomas Ellis, Executive Vice President, and Sean Guldi, Chief Investment Officer, effective 2018. Ellis has been with B&C Financial Advisors since 2009 and has spent over 20 years in the financial industry. He previously served as vice president at Bank of America in the …

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