As a follow-up to our recent Tax Smart Investing presentation, we are posting several blogs that explain some of the concepts that we discussed. The
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
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
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
Happy 13th Birthday John Marshall Rathmell!!!!!!!
13, the first year as a teenager. In many cultures 13 is the beginning of adulthood and added