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The Importance of Titling Your Investment Accounts

by Sean Guldi, CFP® Planning for one’s inevitable death is something few (if any) people look forward to. In some cases, people scramble to get things in order when receiving the terrible news of a terminal cancer diagnosis. In other cases, people may have a plan that is several decades old and may or may …

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B&C at News4JAX’s Wise Money Week

On Wednesday, May 16th, Investment Manager Adam Oerther answered phone calls for News4JAX’s Wise Money Week, which is a week filled “with activities and events celebrating the importance of good money management and providing financial education designed to help us all become wiser about money.” Adam fielded questions from callers regarding a variety of personal …

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B&C Welcomes Ryan Allan Glucksman!

We are happy to announce that there is a new addition to the B&C family! CEO & President Allan Cohen, CFP®, and his family are thrilled that their daughter Crista, her husband Rob, and their son Jacob have added another happy and healthy baby to their family. Al and his wife Kathy welcomed their fourth …

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Don’t Stop with Bright Futures When Paying for College

Florida is a state lucky enough to benefit from the state-wide merit scholarship known as Bright Futures. Just recently, the state expanded the program, and now there are two main forms of the award known as the Florida Academic Scholarship (FAS) and Florida Medallion Scholarship (FMS). These awards are given out based upon achieving a …

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Is Your Financial Advisor a Fiduciary?

By Adam Oerther, CFP® After writing my last blog post about lessons to be learned from the Great Recession, I realized I missed the opportunity to shed light on a fascinating trend currently going on in the financial advisory industry—the shift toward fiduciary advice and investment management. This trend gained national attention back in 2016 …

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