B&C Seminar

One of our goals here at B&C is to find new ways to expand our clients’ financial literacy. This December, we hosted two sessions of our seminar, “Everyone Dies, How Do You Plan for It?” Even though this can be a heavy topic, it is an important one to address. President Jan Butensky, Wealth Advisor …

A Word from the Investment Department: Control What You Can

“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 …

What is Your Plan for the Future?

We all think about what we want for ourselves in retirement, in our careers, or even where we want to live. There are many things one can do to help get themselves there; however, many of us do not know where to start. This is why everyone needs a financial plan. Whether planning how long …

Why Everyone Needs a Financial Plan

Many people think having a financial plan is only for the wealthy; however, wealth is not defined by dollars alone. 

Retirement Plan Changes in 2015

From changes in contribution limitations to a new account option, here’s what retirement savers can expect for 2015

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.

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 …

Financial Advice for Children and Grandchildren

Many clients have asked us over the years what their children should be doing to begin building their savings for retirement. The best answer we can give is to have their children talk to us. Our clients are a part of our family. The best thing we can do is also to help their children …