Author: Marshall Rathmell
Build Your Legacy Using Birmingham Multigenerational Financial Planning
While the processes are similar, financial planning and multi-generational financial planning serve different purposes based on a variety of goals: Financial planning focuses on managing...
Five Things to Expect in Your First Meeting with BCR
A lot of things have changed in the past three years but some things stay the same. We’re revisiting this blog written by Marshall in...
The Smartest People In the Market
Human nature leads us to find success through knowledge and hard work. Because of that nature we believe that those that have more knowledge and...
Strategies for Success: How to enhance your tax savings from charitable giving with a Donor-Advised Fund (DAF)
As a follow-up to our recent Tax Smart Investing presentation, we are posting several blogs that explain some of the concepts that we discussed. The...
Is the US Dollar’s dominance in danger?
At BCR® we are constantly keeping up with institutional and academic information on the investment markets and world economies to manage our clients’ portfolios. We...
How Financial Planning can be More Impactful than the Market
At BCR, we believe that you should focus on the things that you can control and find a way to live with the things you...
Are you prepared if you lose your spouse?
Are you nervous about what happens to you or your spouse if one of you significantly outlives the other? I personally get very nervous, from...
Medicare – The Only Game in Town
Medicare – The Only Game in Town Every American that lives long enough eventually faces the moment they qualify for Medicare health insurance. It’s quite...
How Should Married Couples Manage Their Bank Accounts?
The most referenced blog post I have written is still a question that comes up with clients, so I decided it is time for a...
Tax Smart Investing Blog Pt2
Investors across the globe put their money into the markets wanting a positive experience. The decisions they make impact whether they have a positive experience...
