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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...
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...
What should I do with my company stock options?
Are you fortunate to work for an employer that has included a stock option plan as part of your overall compensation package? If yes, you may be...
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...
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...
Financial Advisors Spotlight: Christopher J. Perry
Christopher J. Perry, CFA, CFP®. MBA Financial Advisor Associate GET TO KNOW CHRISTOPHER J. PERRY Name: Chris Perry How long have you...
Money Minute: Should I continue to invest after retirement?
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...
Women’s Financial HerStory in the U.S.
As March comes to a close, we provide a final post in celebration of women in history. Do you know what significant events occurred during...