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MONEY notes
Strange Bedfellows: Why Politics and Portfolios Don’t Mix
Election years tend to make investors fidgety like there’s opportunity or danger on the horizon and something must be done about it. But caution is advised as we approach Election Day this November. In most cases, politics have no place in the portfolios of long-term...
Spotlight on Women Investors
Over the years, a great deal has been written about ‘women and wealth.’ Yet much of the conventional wisdom appears both dated and (dare we say) tinged with a sprinkling of patronization. Almost universally, women have been portrayed as financially hesitant and...
Expanding Your Professional Network
BLBB serves as command central for your financial network by fostering collaboration with other professional service providers and facilitating strategic connections for enhanced financial success. Our Plan. Invest. Succeed.® holistic approach considers the entirety...
A Financial Fresh Start for 2024
[Download Financial Fresh Start 2024]
Quarterly Economic Review 4th Quarter 2023
Perception or Reality? Investor Uneasiness Could Be Prophetic If you feel like the U.S. financial markets had a terrible year in 2023, you are not alone. Some people call it a crisis of confidence, others blame it on the uncertainties surrounding interest rates,...
Managing the Emotional Aspects of Retirement
While most of us (to a greater or lesser extent) plan financially for retirement, we often don’t think to devote the same amount of time and effort to plan emotionally for the day we transition from employee to retiree. It is important to keep in mind retirement...
MONEY notes
Strange Bedfellows: Why Politics and Portfolios Don’t Mix
Election years tend to make investors fidgety like there’s opportunity or danger on the horizon and something must be done about it. But caution is advised as we approach Election Day this November. In most cases, politics have no place in the portfolios of long-term...
Spotlight on Women Investors
Over the years, a great deal has been written about ‘women and wealth.’ Yet much of the conventional wisdom appears both dated and (dare we say) tinged with a sprinkling of patronization. Almost universally, women have been portrayed as financially hesitant and...
Expanding Your Professional Network
BLBB serves as command central for your financial network by fostering collaboration with other professional service providers and facilitating strategic connections for enhanced financial success. Our Plan. Invest. Succeed.® holistic approach considers the entirety...
A Financial Fresh Start for 2024
[Download Financial Fresh Start 2024]
Quarterly Economic Review 4th Quarter 2023
Perception or Reality? Investor Uneasiness Could Be Prophetic If you feel like the U.S. financial markets had a terrible year in 2023, you are not alone. Some people call it a crisis of confidence, others blame it on the uncertainties surrounding interest rates,...
Managing the Emotional Aspects of Retirement
While most of us (to a greater or lesser extent) plan financially for retirement, we often don’t think to devote the same amount of time and effort to plan emotionally for the day we transition from employee to retiree. It is important to keep in mind retirement...