Award-Winning Financial Advisers
Put our strengths to work for you
Since 1964
Independent from the start, clients have chosen us for sound, focused, financial guidance and advice.
Learn how we take a broad perspective and refine it to benefit you specifically.
Plan. Invest. Succeed.®
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...
Paycheck Protection Program Flexibility Act of 2020 & SBA Interim Final Rule 2020-0035
Paycheck Protection Program Flexibility Act of 2020 & SBA Interim Final Rule 2020-0035 On June 5, 2020 the President signed the Paycheck Protection Program Flexibility Act of 2020 (Flexibility Act) into law. On June 11, 2020 the SBA released their Interim...
STREET ADDRESS
103 MONTGOMERY AVENUE
MONTGOMERYVILLE, PA 18936
215.643.9100
MAILING ADDRESS
P.O. BOX 1010
MONTGOMERYVILLE, PA 18936
215.643.9100