Author - Marshall Rathmell
Traditional stockbrokers and the media have long taught the public that the way to provide in retirement and leave something to your beneficiaries is to purchase income yielding stocks and bonds to live on, while leaving the original securities alone. Our firm’s philosophy has always been (and what academics propose) not only is that inefficient for tax reasons but can also cause th
2020 the year that will go down in infamy. Most years we write about general topics that bring awareness and give our readers the opportunity to improve their finances. This year the shifts and turns had us scramble more than a few times to write on a breaking topic. It is hard to call something from 2020 the Best of, so instead let us call this year the Most Impactful BCR®
BCR Wealth as a company does not have a political position. Of course, our employees as individuals each have their own opinions and vote as they choose. We work hard not to position our blog for one party or candidate. This blog is intended to follow that practice while answering the concerns that we are hearing and anticipate growing as the November election grows closer.