At BCR® we are constantly keeping up with institutional and academic information on the investment markets and world economies to manage our clients’ portfolios
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 can’t. While the investments you select
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 time to time
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 refresh.
Couples often ask me how
Investors across the globe put their money into the markets wanting a positive experience. The decisions they make impact whether they have a positive
Tax Smart Investing Part 1
Investors across the globe put their money into the markets wanting a positive experience. The decisions they make impact
Let’s imagine for a moment that on your daily walk to work, your normal route takes you past a pawn shop that is known to display expensive jewelry. Over the
When financial advisors get together at conference and study groups many of the client stories are similar. They go something like this: the market shows
We could never have imagined being in a pandemic for another WHOLE year. But if this year has taught us one thing, it is to stay focused on the long term and
Happy 13th Birthday John Marshall Rathmell!!!!!!!
13, the first year as a teenager. In many cultures 13 is the beginning of adulthood and added
SPOILER ALERT: It could be you that I have to watch, and frankly not only do I like you but you don’t mean any harm either.
In the financial services
So you are purchasing a home, have a significant down payment, a great mortgage term and wonder if you should get a Home Equity Line of Credit (HELOC)