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MONEY notes
What should I do with my company stock options?
Are you fortunate to work for an employer that has included a stock option plan as part of your overall compensation package? If yes, you may be sitting on a valuable holding. At the same time, however, you also may be facing some relatively complex decisions around...
Making an Inheritance or Windfall Last
The US is on the brink of a massive intergenerational wealth transfer. Over the coming 25 years, it is estimated that up to $72.6 trillion will be passed along to heirs as inheritance. Charitable organizations also stand to benefit during this timeframe to the tune of...
BLB&B Advisors Market Update – May 13, 2022
Laura W. Brewer, Esq. Principal, Financial Advisor lbrewer@blbb.com Just about two months ago, on March 8, we sent out a mid-quarter economic update. Our decision to do so was precipitated by a flurry of issues hitting US and global financial markets all at once –...
Financial Advisors Spotlight: Christopher J. Perry
Christopher J. Perry, CFA, CFP®. MBA Financial Advisor Associate GET TO KNOW CHRISTOPHER J. PERRY Name: Chris Perry How long have you worked at BLBB Advisors, LLC: Approaching 10 months Why did you decide to become a Financial Advisor?: I decided to...
Are Emotions Impacting Your Investment Decisions?
For the 20 years ending December 31, 2020, the stock market (as represented by the S&P 500®) delivered an average annual return of 11.78%. Over the exact same period, however, the average equity fund investor earned only a little more than half that return...
Women’s Financial HerStory in the U.S.
As March comes to a close, we provide a final post in celebration of women in history. Do you know what significant events occurred during the years listed below? Around the Globe: Presently women control 1/3 of the world's wealth and are increasing their...
MONEY notes
What should I do with my company stock options?
Are you fortunate to work for an employer that has included a stock option plan as part of your overall compensation package? If yes, you may be sitting on a valuable holding. At the same time, however, you also may be facing some relatively complex decisions around...
Making an Inheritance or Windfall Last
The US is on the brink of a massive intergenerational wealth transfer. Over the coming 25 years, it is estimated that up to $72.6 trillion will be passed along to heirs as inheritance. Charitable organizations also stand to benefit during this timeframe to the tune of...
BLB&B Advisors Market Update – May 13, 2022
Laura W. Brewer, Esq. Principal, Financial Advisor lbrewer@blbb.com Just about two months ago, on March 8, we sent out a mid-quarter economic update. Our decision to do so was precipitated by a flurry of issues hitting US and global financial markets all at once –...
Financial Advisors Spotlight: Christopher J. Perry
Christopher J. Perry, CFA, CFP®. MBA Financial Advisor Associate GET TO KNOW CHRISTOPHER J. PERRY Name: Chris Perry How long have you worked at BLBB Advisors, LLC: Approaching 10 months Why did you decide to become a Financial Advisor?: I decided to...
Are Emotions Impacting Your Investment Decisions?
For the 20 years ending December 31, 2020, the stock market (as represented by the S&P 500®) delivered an average annual return of 11.78%. Over the exact same period, however, the average equity fund investor earned only a little more than half that return...
Women’s Financial HerStory in the U.S.
As March comes to a close, we provide a final post in celebration of women in history. Do you know what significant events occurred during the years listed below? Around the Globe: Presently women control 1/3 of the world's wealth and are increasing their...