Blog

A common goal many of our clients have is travel.  Sometimes it is the regularity of travel, sometimes it is a dream destination, and sometimes it is to take their family on a big trip to continue fostering relationships.  Whatever you dream of, it has been documented how rewarding experiences can be.  You can tell how our clients love to travel by the map of accomplished travel

We all care deeply about our family and those close to us.  We always want to do the best for them.  Protecting one’s identity has become a very important topic recently, especially with the explosion of the internet over the past 25 years.  I will be proactive and begin building my five-year-old’s credit when he turns fourteen.  This is a common recommendation t

When I told my friends that I was doing an internship they gave me a disgusted look, assuming I was going to be doing the low-level work of the firm or running around the office taking lunch orders. But when I said it was at BCR, they simply knew that the internship process was the exact opposite.

Retirement is changing!  As a matter of fact, many people currently facing retirement don’t think of this phase as retiring, but more of a midlife reinvention.  Baby boomers are currently in this hot seat.    

If you haven’t started already, it is time to plan for 2019 and for most people, you can’t just copy what you did in 2018.  With the start of a new year come new contribution limits for retirement accounts. These changes are summarized in the table below, of course with a few caveats that are further explained.

There are certain fallacies identified by behavioral economists that impact how we make decisions as investors, and being the emotional creatures that we are, we tend to be heavily influenced by these.

2018 was the fourth year of our blog and what a year it was.  The number of readers has grown, and we have continued to get positive feedback on the funny pictures and valuable content. We’ve had more topics to cover based on tax law changes and the concerns of our clients.  If you missed any of the posts below or need a refresher on the topic, these are THE BEST OF 2018!

At the middle of December 2018, the year-to-date record of the US stock market as measured by the S & P 500 is not good.  Most gains for the year have been erased and folks that is the end of the world as we know it!

Economics entered its modern sense in the nineteenth century, but economic thought certainly started long before that.  However, economists almost always started from the assumption that people would do what was in their own best interest.  In the last 20 or 30 years, some economists started to question this assumption.  From this was born the subject of behavioral economics, als

Alabama’s 529 Plan recently received a “Silver” rating by Morningstar.  The Silver rating makes the plan rate in the Top 8 in the country!  That is a great rating, but you might be wondering why you shouldn’t just choose the Top “Gold” ranked plan?  If there is a better plan, would I not want my money in that one for my child?  If you live