Estate Planning

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Aug 1, 2022

In the first part of this series, we looked at the massive looming intergenerational wealth transfer (an estimated $72.6...

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...

May 2, 2022

For the 20 years ending December 31, 2020, the stock market (as represented by the S&P 500®) delivered an average annual...

Oct 28, 2021

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...

Apr 1, 2021

Thanks to vaccination efforts around the country and the world, 'slowly getting back to normal’ is one of the overarching themes...

Mar 12, 2020

Pitfalls to avoid, common investment mistakes, timing the market, dangers of foreign accounts (FBAR requirements), and investing...