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
When you have children or grandchildren, your first thought is often, "How do I give them the world?" But the second may be, "How do I raise good, kind, generous people—the opposite of spoiled?" They can coexist, but what is the answer? I am definitely new here with 5-year-old twins and a 2 year old, but for those that are experienced and now have grandkids, I hope these are some good things to teach. Mine may not grasp it now, but one day (crossing fingers), some of it may sink in.
When it comes to document retention, it is easy to get overwhelmed figuring out what to keep and what to discard. Often, we resort to keeping EVERYTHING. But in this digital age, with online statement and document retrieval, what we need to keep on hand has decreased considerably. To get you started on the process of clearing out those filing cabinets, we have put together some general guidelines.
Many of you may know that I finished school with a degree in engineering. Chemical Engineering to be exact. The type of personality that might be attracted to the engineering sciences most often has a data-driven, problem-solving mindset. Overly touchy-feeling emotional types need not apply.
“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