Many Americans make contributions to Section 529 plans to help their children or grandchildren pay for a college education. The average balance in these plans
In the mid-1990s, Norman Berk attended an investment lecture at an AICPA conference in which the concepts of modern portfolio theory and passive investing were
At the end of February, the Dow Jones Industrial Average closed just shy of its all-time high. Less than a week later, the index fulfilled its promise, trading
Published by: BCR Wealth
Many of you reading this will be surprised to discover that 2012 was a great year to be an investor. Amid the unhappy headlines
BCR Wealth partner Sandra Cleveland provided financial planning tips on today's edition of "Embracing Dementia." The radio program was featured on WQOH, a radio
The team at Professional Asset Strategies, LLC has exciting news. To signify the contributions of Sandra Cleveland and Marshall Rathmell, they will be joining