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...
Making an Inheritance or Windfall Last – Part I
The US is on the brink of a massive intergenerational wealth transfer. Over the coming 25 years, it is estimated that up to $72.6 trillion will be passed along to heirs as inheritance. Charitable organizations also stand to benefit during this timeframe to the tune of...
BLB&B Advisors Market Update – May 13, 2022
Laura W. Brewer, Esq. Principal, Financial Advisor lbrewer@blbb.com Just about two months ago, on March 8, we sent out a mid-quarter economic update. Our decision to do so was precipitated by a flurry of issues hitting US and global financial markets all at once –...
Are Emotions Impacting Your Investment Decisions?
For the 20 years ending December 31, 2020, the stock market (as represented by the S&P 500®) delivered an average annual return of 11.78%. Over the exact same period, however, the average equity fund investor earned only a little more than half that return...