Blog

Light the Night Walk

Join Team Connor Bos in the Mission to wipe out blood cancer Thursday, November 6  |  6:00PM @ The Jacksonville Landing We’ve formed a team for this year’s Light The Night Walk and we hope you’ll join us. By joining our team and raising funds for this important cause, you’ll be making a real impact on …

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Why Do You Invest?

The answer to that question for many people is: I invest in order to make money. On the surface that might seem to be the most obvious and simple answer. But is it? The real answer is a little more complicated than that.

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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 …

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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 …

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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 …

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