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,...
Managing the Emotional Aspects of Retirement
While most of us (to a greater or lesser extent) plan financially for retirement, we often don’t think to devote the same amount of time and effort to plan emotionally for the day we transition from employee to retiree. It is important to keep in mind retirement...
Choosing a Philanthropic Path: Private Foundations vs Donor Advised Funds
National Philanthropy Day (NPD) is November 15, 2023. This special day was first officially recognized in 1986 by President Reagan as a time to celebrate the critically important work done every day by philanthropic organizations and individuals in our community and...
Quarterly Economic Review 3rd Quarter 2023
Lifted For Longer: Higher Rates Shake Stocks, Buoy Bonds The Federal Reserve’s aggressive campaign to tame inflation took a step back in August as top-line prices ticked up 0.6% for the month and 3.7% for the year compared to the same periods in 2022. One of the main...