by Erin Despot McMenemon, CFA® | Feb 7, 2023 | Blog
Let’s talk about money—it’s not just valuable, but it has a place for everyone in their daily lives. And on top of that—NOT having money discussions can be detrimental to your wealth. Money has historically been an off-limit topic for families, even to the point of...
by George W. Holland, IV | Jan 30, 2023 | Blog
Investing is not the same as gambling. In response to recent questions of “when will our portfolios recover?”, we most often say, or convey, that we are confident it will happen, we just don’t know when. From whence does this confidence come? Our Confidence Comes...
by Jonas Lowery, CFP® | Jan 12, 2023 | Blog
In 2019, Congress passed the SECURE – “Setting Every Community Up for Retirement” – Act, which most notably moved the Required Minimum Distribution (RMD) age from 70 ½ to 72 and eliminated what was known as the “stretch IRA” provision, replacing it with a 10-year...
by Erin Despot McMenemon, CFA® | Dec 6, 2022 | Blog
Barry Ritholtz, of The Big Picture investing blog, produced the graphic below, and we don’t think we could have created anything clearer. In Barry’s commentary, he outlines some of the things we as investors can spend a lot of time thinking or worrying about, but...
by Lenox Brown | Nov 23, 2022 | Blog
We live in an age where cybersecurity attacks pose both an ongoing and mounting threat to personal data. As a fiduciary that acts in our clients’ best interest, BCM takes cybersecurity seriously, ensuring that we maintain the highest standards for protecting our...
by Joseph "Bo" Billeaud | Oct 25, 2022 | Blog
Source: S&P Dow Jones Indices, LLC If a picture is worth a thousand words, the above chart says it all. Starting in 1980, $100 invested in the S&P 500 stock index grew to more than $10,000 so far. That represents a total compounded return of roughly...
