Category: Investment Management

A red coffee mug, red pen, and a keyboard on a desk with a note that reads “Tax Year Overview,” symbolizing year-end tax planning for bonuses, RSUs, and equity compensation by BCR Wealth Strategies in Birmingham, AL.

Year-End Planning for Bonuses and Equity Compensation

As the calendar year comes to a close, you may be in the process of reviewing your financial situation. This may include a review of...

Read More

Word TAX displayed on a hay bale in a harvested field, symbolizing year-end investment tax planning and evaluating whether to harvest gains or losses in 2025 for long-term wealth management in Birmingham, AL.

Should You Harvest Investment Gains or Losses This Year?

The calendar is quickly approaching year-end, and with it comes a familiar question for many investors: “Should I harvest investment gains or losses in my...

Read More

Close-up of a clock overlaid with colorful stock market candlestick charts, symbolizing the importance of long-term investing in the stock market versus market timing.

Why Time in the Stock Market Beats Timing the Stock Market

When markets are volatile, as we’ve seen recently, sometimes investing can feel like a high-stakes gamble—whether triggered by a tech stock plunge or global economic...

Read More

U.S. flag and White House with overlaid stock market charts, representing how political cycles and government changes can influence investment performance and market volatility.

What to Know About Political Cycles and Your Investments

Since the election last November, the media has been buzzing with chatter about the latest political shifts under the new administration and how they will...

Read More

Worried man in suit and red tie holding his head in front of a background of falling red stock market charts, representing investor anxiety during market downturns and emotional investing mistakes.

Market Jitters? How to Avoid Emotional Investing Mistakes

The news headlines have been buzzing again with news about the stock market. Here are a few examples from the past several weeks: “S&P 500...

Read More

Successful professionals are outsourcing their Birmingham investment management to fee-only fiduciary financial planners who offer customized investment strategies.

Birmingham Investment Management for Successful Professionals

Whether you’re a professional climbing the career ladder or a corner office executive making big decisions, every personal financial-related decision can impact your future lifestyle...

Read More

Location

About

BCR Wealth Strategies, situated near Birmingham, AL, is a dedicated fee-only wealth management firm.

Our expertise assists business leaders, healthcare professionals, affluent individuals and families, and those in financial transition such as divorce, loss of a spouse, beneficiary, marriage, finishing residency, etc. in cultivating, safeguarding, and enhancing their wealth.

As committed fiduciaries, your best interests are our top priority.

Our team, composed of certified CFP® professionals, excels in delivering personalized financial planning and investment management services tailored to your unique requirements, reflecting your values and aspirations.

From retirement planning to asset management and protecting your family's financial future, BCR Wealth Strategies provides clear guidance and comprehensive support to help you verbalize and realize your financial objectives.