by Jonas Lowery, CFP® | Jan 12, 2023 | Blog
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” provision, replacing it with a 10-year...
by Erin Despot McMenemon, CFA® | Dec 6, 2022 | Blog
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 time thinking or worrying about, but...
by Lenox Brown | Nov 23, 2022 | Blog
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...
by Joseph "Bo" Billeaud | Oct 25, 2022 | Blog
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 a total compounded return of roughly...
by Jonas Lowery, CFP® | Oct 20, 2022 | Blog
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. First, Back to Basics What...
by Joseph "Bo" Billeaud | Sep 21, 2022 | Blog
Let’s climb into the Way-Back machine. First stop – September 1974. What were the then news headlines? There were many, but probably the most impactful one was the resignation of Richard Nixon as part of the Watergate scandal fallout. That entire event, which...
