In the first part of this series, we looked at the massive looming intergenerational wealth transfer (an estimated $72.6...
Estate Planning
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...
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...
Finding your Financial Footing: A checklist for Widows and Widowers
Planning for a time in our lives that doesn’t include all those most near and dear to our hearts is a tough reality, but...
Quarterly Economic Review – 1st Quarter 2021
Thanks to vaccination efforts around the country and the world, 'slowly getting back to normal’ is one of the overarching themes...
Investing From a Fiduciary Perspective
Pitfalls to avoid, common investment mistakes, timing the market, dangers of foreign accounts (FBAR requirements), and investing...