financial services

Investing and Politics

“I’m going to pass a law that no one can ask me my golf score” – Dwight D. Eisenhower The frenzy surrounding a US Presidential election cycle often causes investors’ concern about how their portfolios will fare under a Republican or Democratic administration.  Perceptions, including beliefs about which political party will be better for investors, … Read more

The R Word

“It’s been a lot of fun to see some fruits of my hard labor”  – Tiger Woods In many ways, individual investors are often their own worst enemies.  Our goal at B P Financial is long-term wealth creation for our clients. Nothing drives me crazier than when people say things like, “The market isn’t for … Read more

Four Common Assumptions

About every seven years a consensus forms around the fastest growing sector of the stock market, or the fastest growing country, or the fastest growing industry.  Do you remember how excited everyone was about investing in China?  Over fifty major global companies have been relocating manufacturing outside of China the last two years and where … Read more

Investment Protip: Ignore Emotions

“A lot of guys who have never choked have never been in the position to do so.”  – Tom Watson In many ways, individual investors are often their own worst enemies.  But, can you blame them?  Many of the so-called experts are touting information that is often times a prediction that never comes to fruition. … Read more

A Silent Retirement Risk

“We’re not trying to humiliate the best players in the world. We’re simply trying to identify who they are.” – Sandy Tatum Retirement is full of risks and hurdles, as it can span 30 or 40 years for many Americans.  Certain risks are well known:  running out of money, long-term care, health care and investment … Read more

What Does It Take to Have a $1 Million 401(k)?

“There are far more important things in life than making a putt or missing a putt or winning a championship or losing a championship.” – Bernhard Langer Let’s say your goal is to save a million dollars by the time you retire. For many people, that sounds like a task too daunting. What are you picturing … Read more

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