Wealth Management

24 painful mistakes to avoid to boost peace of mind

 

What happened to the markets this surprising summer



Following Brexit in June, Emerging Markets stocks went up 10% during this summer, and we have seen new record highs for U.S. stocks. They have more than tripled since March 2009! 
 

Executive Summary

How to Research Fund Managers to Reach Financial Security

 

16 SCARY Facts You Should Know

"Every day is Halloween, isn't it? For some of us." (Tim Burton)

16 SCARY Facts You Should Know

"Every day is Halloween, isn't it? For some of us." (Tim Burton)

Will investing in Emerging Markets (EM) provide a comfortable retirement and more financial security?

 
At BFM, we help clients make better financial decisions to create peace of mind.

Our core beliefs are:

15 financial moves to make before the end of the year



It’s almost 2018… do you have a customized financial plan to help you reach your goals and dreams?

How Does the Tax Reform Affect You?

Summary of The Tax Cuts And Jobs Act of 2017

12 important questions