Please Save the Date!

BLB&B Advisors, in conjunction with College Pursuit and the Pennypack Ecological Restoration Trust, is pleased to present

An Evening with Celebrated Athlete, Adventurer, and Author

Erik Weihenmayer

 

 

Possible Changes are Coming….

We wanted to make you aware of possible changes that may be coming to BLB&B due to a variety of governmental regulations that were approved in 2016 and are supposed to take effect in 2017. As you may already know, last year the Department of Labor (“DOL”) passed over a thousand pages of new regulations related to the investment industry. These regulations have the potential to fundamentally change how our industry and the firms within it operate. Probably the most visible change on the horizon relates to retirement accounts (401Ks, 403Bs, IRAs, etc.).

 

Mary Fisher Retires

We are sad to report that after more than 26 years with BLB&B, Mary Fisher officially retired this fall. We would like to thank Mary for her many years of service to our firm and our clients.

 

How to Be Generous…

...With Your Family and Yourself

We frequently work with clients who are inter­ested in financially assisting the younger gen­erations in their family. This may mean offering to help children or grandchildren with specific expenses like buying a house, paying college or graduate school expenses, or assisting with new business start-up costs. It may also mean making annual financial gifts to family members or taking your extended family on an annual vacation. Sometimes, a client will find them­selves financially assisting an adult child through a period of unemployment, a divorce, or a medical crisis.

Staffing Changes at BLBB

 

As we continue to grow and in an effort to better serve our clients, we are thrilled to announce that Karen Rothenberger joined BLB&B in September as a Portfolio Administrator and that Brian Gallagher has transitioned from his position as a Portfolio Administrator into his new role at the firm as a Portfolio Analyst. Karen brings over thirty years of investment industry experience to our firm.

 

BLBB Welcomes Two New Additions

We are thrilled to announce two new additions to the staff here at Burke Lawton Brewer & Burke: Douglas B. Huntley, CPA (inactive) and Brian P. Gallagher, CFP.® Both Doug and Brian joined us in January. Doug is our Acting Chief Operating Officer and, as such, will help us improve and enhance our internal operations and efficiencies in a variety of ways.

 

 

 

What’s New at BLBB?

  • The partners at Burke Lawton Brewer & Burke are pleased to announce the appointment of John T. Lawton as CEO. John will also continue as a Principal and Portfolio Manager at the firm. Franklin A. Burke, the founder of the firm, will remain in his position as Co-Chairman of the firm.

 

 

BLBB Welcomes New Portfolio Managers

We are excited to announce that two new portfolio managers, Robert (“Bob”) C. Johnson, Jr., CFA, and Alan F. Hinkle, joined Burke Lawton Brewer & Burke in March 2014. Bob and Alan will work with current clients and new clients to develop and implement appropriate investment strategies for their portfolios. They will also assist the firm with equity research, asset management, and will participate in our weekly Investment Committee and Research Committee meetings.

 

Saving for College…

…with a 529-Plan Account

If there are young children or grandchildren in your family, you may want to consider starting a 529 plan account as a way to begin saving for higher education expenses. The costs of college are growing at a rate that far exceeds the inflation rate. For a student starting college 10 years from now, the average first-year cost of attending an in-state public university is projected to be over $26,000. If that same student opts to attend a private institution instead, the average first-year cost is expected to exceed $61,200. It should be noted that these figures are just average projected expenses and, thus, are quite low in many specific instances.