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MONEY notes
How the Secure Act May Impact Your Retirement
As you may already know, the $1.4 trillion spending bill Congress recently approved, and which took effect on January 1st of this year, includes the bipartisan retirement bill known as the SECURE Act (Setting Every Community Up for Retirement Enhancement). This Act is...
Quarterly Economic Review – 4th Quarter 2019
In stark contrast to this time last year when U.S. equity indices were approaching bear market territory (down 20%+), many U.S. equity indices are now at or very near their all-time highs. At the time of this writing (12/23/19), the major U.S. equity indices have...
9 Year-End Planning Considerations
It’s hard to believe that we’ll soon be turning the page on another calendar year! Amidst all the approaching holiday hustle and bustle, however, there are a few financial matters that also warrant your attention. Some are essential, others are important; but all...
A Call to Financial Planning for Veterans
BLBB was founded in 1964, by Air Force Pilots Nick Lawton and Frank Burke. They wanted to start an investment firm that was geared towards helping other investors plan and build financial security. Frank and Nick settled on Chestnut Hill, Pennsylvania and they...
A Key Strategic Asset for Your Company
A Well-Designed Retirement Plan Can Become a Key Strategic Asset for Your Company: Here is the 6 Ingredient Recipe We Follow In this era of extremely low unemployment, a shortage of qualified and skilled job seekers, and high direct and indirect training costs, it is...
Quarterly Economic Review – 3rd Quarter 2019
On a year-to-date basis and as we close in on the end of the third quarter, the major U.S. equity indices remain well into positive territory. As of 9/23/19, the S&P 500 and the Russell 3000 are each up just over 19% since the year began while the NASDAQ has...
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