by Adam Oerther, CFP® When people find out someone works in investments, that person receives a number of reactions: “So, when is the next correction coming?” “Which stocks should I buy right now?” “How will [some political situation] affect the stock market?” These questions are interesting, not because they are silly or unreasonable (who wouldn’t …
Continue reading “Investing vs. Trading – What is the Difference?”
“What do you think about the election? Who do you think will win, Trump or Clinton? How will the election affect my investments?” We have been hearing these questions more frequently from our clients and prospective clients over the past few months. While the media is paid to bring your attention to the short-term whims …
Continue reading “A Word from the Investment Department: Control What You Can”
One of the most important decisions any investor makes is what their asset allocation should be. B&C Financial Advisors works with our clients to arrive at the appropriate asset allocation based on their circumstances and goals. We are often faced with the question from clients of whether to change their asset allocation and, if so, …
Continue reading “When Should I Change My Asset Allocation?”
Many people think having a financial plan is only for the wealthy; however, wealth is not defined by dollars alone.
Slight turbulence to be expected If you watch the business news channels, you’ve seen a lot of ups and downs in the stock market to kick off 2015. It seems everyone has an opinion on why the market fluctuates, and that opinion changes on a daily basis.
We are welcoming in a new year, and everyone is forecasting what lies ahead. As we all know, a forecast is just a prediction of what we think will happen in the future. Unfortunately, nobody has a crystal ball to help us with our investment decisions. The future is not set in stone. Market returns …
When you’re watching your favorite financial guru on TV and he says “the markets are up” you are happy. But when he tells you the markets are down you are not so happy. These may be normal reactions for some people, but when you know your goals and have established your strategy, you can turn …
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.
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 …
Continue reading “Unraveling the World of Financial Products”
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 …