Author: Marshall Rathmell
Educating Our Children
High income members of Generations X and Y typically postpone starting families for various reasons (discussed in post “And So It Begins”). When we...
Surprise Yourself by Increasing Your Contributions
It may surprise you to see your retirement savings accumulate significantly more by simply increasing the percentage of salary that you defer each month...
The Future of Retirement
Today’s blog post is about the future of retirement for Generations X/Y with high income careers. Although retirement may seem very far off, for Gen...
Advisor’s Alpha
Prior to the start of my career in financial planning, I often wondered, what true value (or alpha) does a good advisor add to...
And so it begins (The BCR Wealth Blog)
Welcome! Today is the first day of the BCRSM Wealth Blog. We have posted some of our most popular updates from the last few...
Investing in Bonds
When I told my partner Marshall that I was planning on writing an article on the wisdom of continuing to hold bonds in our client’s...
A New Chapter (and Home) for BCR Wealth
We are happy to announce that on August 17, 2013, we moved to our new Birmingham office at 1952 Urban Center Parkway in Liberty...
College Funding Choices
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 today...
The Investment Chupacabra
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...
Dow Reaches New Heights: What Does It Mean?
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...
