by Kaleb Price, CFP®, CPA | Feb 28, 2024 | Blog
As the 2023 tax season kicks into top gear, have you started thinking about 2024 yet? While most tax planning is accomplished throughout the year, getting a head start can help make 2024 a smooth ride. If you traditionally max out your 401(k) or IRA, your regular...
by Jonas Lowery, CFP® | Dec 19, 2023 | Blog
Whether it is your goal or not to leave a legacy to your children, grandchildren, or other heirs, the fact of the matter is that virtually everyone will leave some kind of inheritance behind when they pass. And while most heirs would be grateful for any financial...
by Kaleb Price, CFP®, CPA | Dec 5, 2023 | Blog
What Entity Choice is Right for Me? Are you thinking about starting a business and not sure what entity is the right choice for you? If you’ve ever gone on to the secretary of state’s website to create a new entity, the choices can be a bit overwhelming. Let’s go...
by Lenox Brown | Oct 31, 2023 | Blog
As we reach the end of October, Cybersecurity Awareness Month comes to an end. Cybersecurity Awareness Month was created 20 years ago as a collaborative effort between government and industry to ensure every American has the resources they need to stay safe and more...
by George W. Holland, IV | Oct 23, 2023 | Blog
Take control of your health care decisions! With all the advances in medical technology and the many choices that must be made, we should all take the time to put certain documents in place in case we are incapacitated and unable to make healthcare decisions for...
by Joseph "Bo" Billeaud | Oct 2, 2023 | Blog
After studying many years of historical performance and interactions between various asset classes, we here at BCM set up an All-Weather portfolio allocation as our flagship investment strategy. As you might know, this allocation gives an exposure to stocks, bonds,...
