Quarterly Economic Review 3rd Quarter 2024
Recalibration: How a Single Word from the Fed Buoyed the Market The Fed finally delivered on its long-awaited pivot on September 18, trimming its target federal funds rate by 50 basis points (or one half of one percent) to a range of 4.75% to 5.0%. This was the Fed’s...
The ‘Not So Happily Ever After’ Financial Plan:
How to protect your financial future during a divorce When should I hire a lawyer? Does one of us need to get a new financial advisor because we currently share the same one now? How might the ownership of a family business be impacted? How should we manage custody...
The ‘Happily Ever After’ Financial Plan:
Let’s face it. When it comes to wedding planning, there’s no shortage of decisions to be made– from venue selection and guest invitations to choosing the right dress, flowers, menu, and music. But there are also several financial decisions you and your future spouse...
Quarterly Economic Review 2nd Quarter 2024
While You’re on Vacation This Summer, Your Portfolio Will Be Hard at Work It’s that time of year again. Snowbirds are heading north, school is out, and families are spending quality time together. It’s also the season when, according to popular belief, financial...
Navigating Financial Waters: A Guide to Smart Financial Planning for Young Adults
Whether you are in your teens, twenties, thirties, or beyond, having a financial plan in place can provide clarity, direction, and peace of mind for your financial future. As individuals age, their investment strategies must adapt to shifting priorities and risk...
8 Things You Should Know About Social Security
As you approach retirement age, you will have some important decisions to make about when you (and your spouse, if applicable) should claim Social Security. These decisions should not be taken lightly as they can impact – positively or negatively – your ability to...
Quarterly Economic Review 1st Quarter 2024
Waiting for Rates to Reverse, Investors Embrace Risk In the midst of the global financial crisis, legendary investor Warren Buffett offered this well-known nugget of advice: “Be fearful when others are greedy and greedy when others are fearful.” Some 16 years later,...
Spotlight on Women Investors
Over the years, a great deal has been written about ‘women and wealth.’ Yet much of the conventional wisdom appears both dated and (dare we say) tinged with a sprinkling of patronization. Almost universally, women have been portrayed as financially hesitant and...
Expanding Your Professional Network
BLBB serves as command central for your financial network by fostering collaboration with other professional service providers and facilitating strategic connections for enhanced financial success. Our Plan. Invest. Succeed.® holistic approach considers the entirety...
Quarterly Economic Review 4th Quarter 2023
Perception or Reality? Investor Uneasiness Could Be Prophetic If you feel like the U.S. financial markets had a terrible year in 2023, you are not alone. Some people call it a crisis of confidence, others blame it on the uncertainties surrounding interest rates,...