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MONEY notes

The Upcoming Election 2020

Soon, voting in the 2020 presidential election will conclude. It has been a long, contentious, and most unusual election season marred by the difficulties of the pandemic and incidences of social unrest and violence around the country. We know the many uncertainties...

October Fall into Financial Fitness Tips

In celebration of National Financial Planning Month, your BLBB Advisors have provided some guidance in support of your financial fitness. Financial planning is the process of meeting your life goals through the proper management of your finances. It consists of a...

When you need a Financial Planner

October is National Financial Planning Month and there is no time like the present to stop and think about whether you are ready to begin your financial planning journey. Unfortunately, for many people talking about their finances and money can be stressful,...

Quarterly Economic Review – 3rd Quarter 2020

As autumn approaches and we near the end of the third quarter, the vigorous equity market recovery that began in Q2 continues. As of 9/15/20, the S&P 500® is up 11.5% for the quarter and the Russell 3000 and NASDAQ Composite have both advanced nearly 10%. August,...

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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