I heard a story a few years ago at an insurance conference about a man who decided he wanted a divorce from his wife. No, I do not know the details of the
Our second peek at ancient texts that discuss economic life is from the book of Ecclesiastes. Ecclesiastes is believed to have been written by King Solomon
High income members of Generations X and Y typically postpone starting families for various reasons (discussed in post "And So It Begins"). When we do
I have been a wealth manager for almost fourteen years. After all this time, my first career—telecommunications—is a distant memory. However, one
It may surprise you to see your retirement savings accumulate significantly more by simply increasing the percentage of salary that you defer each month
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 X/Y, these
It seems the media is always focused on what investments to buy NOW, preferably today, for a quick short term gain. I thought it might be interesting to
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