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MONEY notes
8 Things You Should Know About Social Security
As you approach retirement age, you will have some important decisions to make about when you (and your spouse, if applicable) should claim Social Security. These decisions should not be taken lightly as they can impact – positively or negatively – your ability to...
Quarterly Economic Review 1st Quarter 2024
Waiting for Rates to Reverse, Investors Embrace Risk In the midst of the global financial crisis, legendary investor Warren Buffett offered this well-known nugget of advice: “Be fearful when others are greedy and greedy when others are fearful.” Some 16 years later,...
Strange Bedfellows: Why Politics and Portfolios Don’t Mix
Election years tend to make investors fidgety like there’s opportunity or danger on the horizon and something must be done about it. But caution is advised as we approach Election Day this November. In most cases, politics have no place in the portfolios of long-term...
Spotlight on Women Investors
Over the years, a great deal has been written about ‘women and wealth.’ Yet much of the conventional wisdom appears both dated and (dare we say) tinged with a sprinkling of patronization. Almost universally, women have been portrayed as financially hesitant and...
Expanding Your Professional Network
BLBB serves as command central for your financial network by fostering collaboration with other professional service providers and facilitating strategic connections for enhanced financial success. Our Plan. Invest. Succeed.® holistic approach considers the entirety...
A Financial Fresh Start for 2024
[Download Financial Fresh Start 2024]
MONEY notes
8 Things You Should Know About Social Security
As you approach retirement age, you will have some important decisions to make about when you (and your spouse, if applicable) should claim Social Security. These decisions should not be taken lightly as they can impact – positively or negatively – your ability to...
Quarterly Economic Review 1st Quarter 2024
Waiting for Rates to Reverse, Investors Embrace Risk In the midst of the global financial crisis, legendary investor Warren Buffett offered this well-known nugget of advice: “Be fearful when others are greedy and greedy when others are fearful.” Some 16 years later,...
Strange Bedfellows: Why Politics and Portfolios Don’t Mix
Election years tend to make investors fidgety like there’s opportunity or danger on the horizon and something must be done about it. But caution is advised as we approach Election Day this November. In most cases, politics have no place in the portfolios of long-term...
Spotlight on Women Investors
Over the years, a great deal has been written about ‘women and wealth.’ Yet much of the conventional wisdom appears both dated and (dare we say) tinged with a sprinkling of patronization. Almost universally, women have been portrayed as financially hesitant and...
Expanding Your Professional Network
BLBB serves as command central for your financial network by fostering collaboration with other professional service providers and facilitating strategic connections for enhanced financial success. Our Plan. Invest. Succeed.® holistic approach considers the entirety...
A Financial Fresh Start for 2024
[Download Financial Fresh Start 2024]