by Adam Oerther, CFP® While the definition of “rich” is different for everyone, just about all lifestyles require money. Being able to sustain these lifestyles without having a recurring income (i.e. a salary), particularly during your retirement years, requires an accumulation of resources from which you can fund the activities you need and want to …

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B&C President Jan Butensky and his wife Barbara attended the 25th Annual River Garden Gala held at the Sawgrass Mariott Golf Resort & Spa on November 18th. This “Shimmer & Stars” Silver Anniversary Gala aimed to raise awareness about River Garden Senior Services, its reputation as an outstanding elder care agency, and the special place …

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by Jacque Bos, CCO On October 24th, Chief Compliance Office Jacque Bos and Investment Manager Adam Oerther attended an event for the Boys & Girls Clubs of Northeast Florida. At the event the guest speaker L.T. General William G. “Jerry” Boykin, the former commander of Delta Force and the Green Berets and the Executive VP …

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by Adam Oerther, CFP® On November 15th, Investment Manager Adam Oerther volunteered at Jacksonville’s Longest Table event, presented by JAX Chamber. From the event’s Facebook page: “The Longest Table is a shared meal at one table that stretches more than 600 feet along Independent Drive to foster conversation and build relationships across economic, racial, religious …

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This past November, B&C employees and significant others gathered together at TopGolf Jacksonville to celebrate another great year of serving our clients’ financial needs. A night of delicious food, camaraderie, and most importantly, golf, served as the perfect way to end a busy year. Investment Manager Adam Oerther walked away with the trophy for top …

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