BCM Advisors—A Better Approach to Your Wealth Management
Risk Managed. Goals Achieved. Wealth Realized.
At BCM Advisors, we work with client and family households with $500,000 or more of investable assets, seeking to partner with a team of trusted advisors focused on protecting and growing wealth generationally through a thoughtful approach.
- Insurance and Risk Mitigation- Generational Wealth Transfer- Capital Preservation Strategies
- Retirement Strategies- Cash Flow and Debt Management- Cost/Benefit Analysis
- Portfolio Management- Stock Option Strategies- Portfolio Stress Testing
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 tailwind as well as the emotional value that comes with inheriting something from a loved one, some assets are more complicated than others to be passed to the next generation. Here are some of the top offenders:
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 through some of the basic advantages and disadvantages of each of the most common entity choices.
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 secure online. Below are a few tips we thought would be helpful to share:
“Money’s greatest intrinsic value—and this can’t be overstated—is its ability to give you control over your time.”
- Morgan Housel
“The hardest work in investing is not intellectual; it’s emotional. Benign neglect is, for most investors, the secret of long-term success.”
- Charley Ellis
“The single greatest edge an investor can have is a long-term orientation.”
– Seth Klarman
“A good idea, a long-term perspective, and the creativity to implement a strategy to profit from your insight are necessary to prosper in finance.”
– Leon Levy
“The most important investment you can make is in yourself.”
– Warren Buffet
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