News
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...
Strange Bedfellows: Why Politics and Portfolios Don’t Mix
Election years tend to make investors fidgety like there’s opportunity or danger on the horizon and something must be done about it. But caution is...
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)...
Expanding Your Professional Network
BLBB serves as command central for your financial network by fostering collaboration with other professional service providers and facilitating...
A Financial Fresh Start for 2024
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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...
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...
Year End Reminders
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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...