Let’s See Your Cards – How Local Investment Management Firms Stack Up
Now here is something we hope you really like. In 2019, the SEC released a new set of standards called Regulation Best Interest. These standards, on a two-page document called a Form CRS (click here to see ours), require all investment management firms to provide...
Buried Treasure? A Website That Helps Find Lost Money
Like socks and pens, money gets lost too. From gift cards to security deposits to old checks, it is hard to know how much money goes AWOL over time. To help solve this issue, Louisiana has released a new website to help citizens track and claim lost property. Find...
What’s Next? Keep Your Eyes on the Prize
Now that the initial Covid-19 dust has settled, the world is left on pins and needles, begging the question – what will happen next? Where can we expect the financial markets to go? Will they bounce back, sit sideways or go down even further? While we all hunt for...
What’s in a Benchmark?
It’s natural. We are wired to measure our portfolio against something to determine if our money is winning or losing. Most often, stock market indices such as the DOW or the S&P 500 are assumed as proper measuring sticks. Many follow the logic of “well…my...
When the Dust Settles: How to Have Confidence to Make the Right Financial Decisions
“Don’t Let the Immediate Take Precedent Over the Important” – This quote sits on my desk and is a helpful reminder to take a step back and look at the big picture We live in a world that is encumbered by choice. Everywhere we look, we are given more and more options...
How to Retire with a (Potential) Looming Recession
Last month, Billeaud Capital Management’s Erin McMenemon wrote a post on the recent yield curve inversion and what it might mean for the economy, financial markets and your portfolio. The major takeaway from Erin’s article is that a yield curve inversion is one sign...
Do You Have the Right Life Insurance?
I received a letter from my life insurance company alerting me of the option (and of course, all the benefits) of converting my term life insurance policy into a permanent, whole life policy. With a title pronounced in size 16 font, bold and blue, the letter begins,...
The Best College Savings Program Ever!
Q: For a Louisiana resident, what is the best 529 college savings program? Whenever a client asks us about setting aside monies for college expenses for children or grandchildren, our first question is: Do you want to have flexibility to use these monies for...
Should I Delay Claiming My Social Security Benefits?
When most people approach their full retirement age (either 66 or 67 depending on when you were born), many are faced with a decision – should I claim my Social Security benefits now or should I wait until age 70? Most begin benefits sooner rather than later due to...
ABOUT US
BCM Advisors, LLC is an independent investment advisory firm focused on risk-managed, balanced portfolios, with a goal of successful capital growth and wealth preservation.
CONTACT US
1018 Harding Street,
Suite 104
Lafayette, LA 70503
P: (337) 233-7758
F: (337) 233-9193
info@bcm-advisors.com