Our Blog

  It seems the media is always focused on what investments to buy NOW, preferably today, for a quick short term gain. I thought it...

  Prior to the start of my career in financial planning, I often wondered, what true value (or alpha) does a good advisor add to...

    Welcome! Today is the first day of the BCRSM Wealth Blog.  We have posted some of our most popular updates from the last few...

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...

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...

  We are happy to announce that on August 17, 2013, we moved to our new Birmingham office at 1952 Urban Center Parkway in Liberty...

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...

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...

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...

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 station of the Catholic network ETWN. “Embracing Dementia” is...

The team at Professional Asset Strategies, LLC has exciting news.  To signify the contributions of Sandra Cleveland and Marshall Rathmell, they will be joining Norman...