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MONEY notes
Considerations When Leaving an Inheritance – Part II
In the first part of this series, we looked at the massive looming intergenerational wealth transfer (an estimated $72.6 trillion over the coming 25 years) from the perspective of future inheritors. But it is not just recipients who need to plan and prepare to ensure...
Quarterly Economic Review 2nd Quarter 2022
Inflation, Recession, and the Federal Reserve’s Quest for a Soft Landing Watch the nightly news. Read any newspaper. Visit a financial website. No matter where you turn lately, the most pressing topic of the moment is inflation. This is certainly understandable as the...
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 – Part I
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...
MONEY notes
Considerations When Leaving an Inheritance – Part II
In the first part of this series, we looked at the massive looming intergenerational wealth transfer (an estimated $72.6 trillion over the coming 25 years) from the perspective of future inheritors. But it is not just recipients who need to plan and prepare to ensure...
Quarterly Economic Review 2nd Quarter 2022
Inflation, Recession, and the Federal Reserve’s Quest for a Soft Landing Watch the nightly news. Read any newspaper. Visit a financial website. No matter where you turn lately, the most pressing topic of the moment is inflation. This is certainly understandable as the...
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 – Part I
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...