All Thoughts

Elder Care – It’s a Big Deal!

By George W. Holland, IV

While younger generations have been caring for their elders since the beginning of time, today’s concept of Elder Care is much different.  Without going into an extensive analysis, we can recognize that advances in technology...

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Plus Ça Change…

By Joseph "Bo" Billeaud

Before there was an internet, 24/7 financial news coverage, or personal computers that allowed you to day trade like a big shot, there was Wall Street Week with Louis Rukeyser.  It was must-see TV. Wall Street Week with Louis...

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Buy vs Rent? What’s the Tipping Point?

By Leslie Campora

Whether you’re dreaming of your first home, a beachside vacation property, or looking forward to downsizing an empty nest, the idea of owning a property is exciting!  And it’s the smart thing to do.  Right? The answer is maybe. ...

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Money Talk is Back on the Table

By Erin Despot McMenemon, CFA®

Let’s talk about money—it’s not just valuable, but it has a place for everyone in their daily lives.  And on top of that—NOT having money discussions can be detrimental to your wealth. Money has historically been an off-limit...

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Confidence Amid Concern

By George W. Holland, IV

Investing is not the same as gambling. In response to recent questions of “when will our portfolios recover?”, we most often say, or convey, that we are confident it will happen, we just don’t know when.  From whence does this...

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SECURE Act 2.0 and Other Changes for 2023

By Jonas Lowery, CFP®

In 2019, Congress passed the SECURE – “Setting Every Community Up for Retirement” – Act, which most notably moved the Required Minimum Distribution (RMD) age from 70 ½ to 72 and eliminated what was known as the “stretch IRA”...

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What Is IN Your Control And OUT Of Your Control?

By Erin Despot McMenemon, CFA®

Barry Ritholtz, of The Big Picture investing blog, produced the graphic below, and we don’t think we could have created anything clearer. In Barry’s commentary, he outlines some of the things we as investors can spend a lot of...

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Protecting Your Information

By Lenox Brown

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...

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Investor Behavior – Where the Rubber Meets the Road

By Joseph "Bo" Billeaud

Source: S&P Dow Jones Indices, LLC   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...

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