Planning with BCM
Risk Managed. Goals Achieved. Wealth Realized.
At BCM, we work with financial planning and advisory clients who have $500,000 or more of investable assets, seeking to partner with a team of trusted advisors focused on protecting and growing wealth 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
Protecting Your Information
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 clients’ private information.
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 11.4% per year.
So, getting rich in the market should be easy, right? Buy it, hold it, and let it work for you.
Since their introduction nearly 30 years ago, 529 plans have been the go-to savings vehicle for ever-increasing college education costs. New changes to the FAFSA will change the way families plan around generational gifts for college costs.
“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