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BLB&B Capabilities Booklet

MONEY notes

Trusteed Cross-Purchase Buy-Sell Agreements

Trusteed Cross-Purchase Buy-Sell Agreements Options for businesses with multiple shareholders Cross-Purchase Buy-Sell Agreements are one of the cornerstones of business continuity planning for shareholders or partners of privately-owned businesses. Traditional buy...

Quarterly Economic Review – 1st Quarter 2021

Thanks to vaccination efforts around the country and the world, 'slowly getting back to normal’ is one of the overarching themes for the first quarter of the year. At the time of writing this update, the U.S. had just surpassed the 100 million vaccination milestone...

Connections

While you are probably well-aware of BLBB’s investment management and financial planning services, did you know we also provide a suite of complementary and related services to our clients? We take a holistic approach to working with each of our clients and are...

Medicare & Social Security – Know Your Options

These are two of the critical retirement goals every investor should be thinking about:   Ensuring that you’re able to generate enough income throughout your life, without running out of money, and Protecting your savings from being depleted by healthcare costs. Also,...

Quarterly Economic Review – 4th Quarter 2020

As we pen this update, the Pfizer/BioNTech vaccine is being transported across the nation for distribution while a second Moderna vaccine awaits emergency authorization from the FDA. In clinical trials, both vaccines produced demonstrated efficacy rates of 95% – a...

MONEY notes

Trusteed Cross-Purchase Buy-Sell Agreements

Trusteed Cross-Purchase Buy-Sell Agreements Options for businesses with multiple shareholders Cross-Purchase Buy-Sell Agreements are one of the cornerstones of business continuity planning for shareholders or partners of privately-owned businesses. Traditional buy...

Quarterly Economic Review – 1st Quarter 2021

Thanks to vaccination efforts around the country and the world, 'slowly getting back to normal’ is one of the overarching themes for the first quarter of the year. At the time of writing this update, the U.S. had just surpassed the 100 million vaccination milestone...

Connections

While you are probably well-aware of BLBB’s investment management and financial planning services, did you know we also provide a suite of complementary and related services to our clients? We take a holistic approach to working with each of our clients and are...

Medicare & Social Security – Know Your Options

These are two of the critical retirement goals every investor should be thinking about:   Ensuring that you’re able to generate enough income throughout your life, without running out of money, and Protecting your savings from being depleted by healthcare costs. Also,...

Quarterly Economic Review – 4th Quarter 2020

As we pen this update, the Pfizer/BioNTech vaccine is being transported across the nation for distribution while a second Moderna vaccine awaits emergency authorization from the FDA. In clinical trials, both vaccines produced demonstrated efficacy rates of 95% – a...