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MONEY notes

Paycheck Protection Program Recent Updates

The SBA provided additional guidance through a FAQ update 8/4/20: The Borrower is not required to make any loan payments on the PPP Loan until the forgiveness amount, which was approved, is remitted to the Lender (i.e. your bank) by the SBA.  If the loan is entirely...

Socially Responsible investing

Are you looking for a way to integrate your personal values and convictions into the way you are investing for your future? Is it important to you that the companies in your portfolio are good corporate citizens? If yes, you may want to take a socially responsible...

BLBB Advisors Market Update – June 26, 2020

Laura W. Brewer, Esq. Principal, Financial Advisor lbrewer@blbb.com Just when it seemed like the pandemic might be starting to wane in the US and the economy might be showing signs of turning around, we appear to have hit a bump in the road. We are now about 4 weeks...

Paycheck Protection Program Update

Revised Loan Forgiveness Application (SBA Form 3508), and Simplified Loan Forgiveness Application (SBA Form 3508EZ), and Instructions for each as of June 17, 2020: https://home.treasury.gov/policy-issues/cares/assistance-for-small-businesses Owner-employee, or...

BLBB Risk Services

Assessing and managing client risk is a critical component of our financial planning and investment management processes. We incorporate risk considerations into the management of client assets and into the building and ongoing maintenance of our client’s financial...

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STREET ADDRESS
103 MONTGOMERY AVENUE
MONTGOMERYVILLE, PA 18936

215.643.9100

MAILING ADDRESS
P.O. BOX 1010
MONTGOMERYVILLE, PA 18936

215.643.9100

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500