BSG Blog

As the Coronavirus Goes Global it’s Not Time for a Panic

By: Elisabeth - February 27, 2020 - 1:56 pm

Martin E. Landry, CFA, CFP®, CAIA, CIMA, CTFA, CIPM, AIF Director, Portfolio Management Group Avantax Wealth Management   February 25, 2020   Call it a “black swan[1]” event if you would like, but the world is in the midst of another modern-era global health scare that few saw coming and few imagined the repercussions. In  Read more…


The SECURE Act

By: Elisabeth - February 3, 2020 - 9:21 am

Long-established retirement account rules change. Provided by Denise B. Barrows, CPA, CFP® The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act  Read more…


Why Having a Financial Professional Matters

By: Elisabeth - January 3, 2020 - 1:58 pm

A good professional provides important guidance and insight through the years. Provided by Denise B. Barrows, CPA, CFP® What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long-lasting.  Read more…


Cash Flow Management

By: Elisabeth - December 2, 2019 - 8:11 am

An underappreciated fundamental in financial planning. Provided by Denise B. Barrows, CPA, CFP®   You’ve probably heard the saying that “cash is king,” and that truth applies whether you own a business or not. Most discussions of business and personal “financial planning” involve tomorrow’s goals, but those goals may not be realized without attention to  Read more…


Your Extended Care Strategy

By: Elisabeth - November 4, 2019 - 8:22 am

Are you prepared for the possibility – and expense – of eldercare? Provided by Denise B. Barrows, CPA, CFP® Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is probably “no.” What could possibly cost so much? Eldercare.    Read more…