Prior to the start of my career in financial planning, I often wondered, what true value (or alpha) does a good advisor add to an individual’s portfolio? I
Welcome! Today is the first day of the BCRSM Wealth Blog. We have posted some of our most popular updates from the last few years below so that you
Professional investors know something that most people find impossible to believe: that the threat of scary ups and downs in the markets is by far the best
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 portfolios he suggested an
We are happy to announce that on August 17, 2013, we moved to our new Birmingham office at 1952 Urban Center Parkway in Liberty Park.
In spite of the
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