
Quarterly Economic Review 4th Quarter 2022
Looking back; Looking ahead Will the road to recovery run through recession? Unfortunately, U.S. equity markets did not end 2022 on a high note with their usual “Santa Claus rally.” Rather, the latter part of December and even the first trading days of 2023 were...

Politics and Portfolios
Many years ago, in a Berkshire Hathaway shareholder letter, Warren Buffett famously wrote “We will continue to ignore political and economic forecasts, which are an expensive distraction for many businessmen and investors…we will neither try to predict these nor to...

Year End Smart Money Financial Tips
As the end of the year approaches, there are a number of items you may need or want to accomplish before 2023 begins. This year-end checklist is divided into two basic categories: items you must do before year-end (if they apply to you) and items you should consider...

CNBC FA 100: ranks BLBB Advisors as one of the top-rated advisory firms of 2022
BLBB Advisors is honored to be included on the 4th Annual CNBC FA 100 list, which ranks and recognizes advisory firms that take a holistic approach to supporting their clients through all of their life transitions including, but not limited to, financial planning....

Quarterly Economic Review 3rd Quarter 2022
Between a Rock and a Hard Place: Inflation, Recession, and The Fed’s Role Despite a significant reduction in U.S. energy prices since our last update, recent economic data indicates more persistent, widespread, and stubbornly high inflation in the U.S. economy than...

Career tip from BLBB prior intern: Kevin Salmon

Career tip from BLBB prior intern: Evan Williams

Career tip from prior BLBB intern: Daniel Shaifer

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...