top of page
NEW
- 2020s: The Decade Of Multi-Year Tax Planning
Download White Paper
Your Experience
Why BPC?
Our Team
Douglas R. Burns Jr., CFA, CFP, CPA
Geoff Wells, CFP
Blog
FAQ
Client Login
More
Use tab to navigate through the menu items.
Geoff Wells
Mar 24, 2020
2 min read
The Importance of Rebalancing
Geoff Wells
Mar 20, 2020
2 min read
Market Volatility - What You Need to Know
Geoff Wells
Mar 19, 2020
1 min read
In Times of Crisis, Slow Down
Geoff Wells
Mar 16, 2020
1 min read
Coronavirus: A Financial Planning Perspective
Geoff Wells
Mar 16, 2020
2 min read
COVID-19 Update
Geoff Wells
Feb 29, 2020
1 min read
Coronavirus COVID-19 - Direct News Sources
Geoff Wells
Feb 28, 2020
2 min read
The Recent Stock Market Downturn
Geoff Wells
Jan 10, 2020
1 min read
2020 - Time To Revisit Annual Goals
Geoff Wells
Jan 8, 2020
2 min read
SECURE Act - What Was In The Tax Law Change?
Geoff Wells
Jan 3, 2020
1 min read
2020 Update on BPC Advisors
Geoff Wells
Oct 25, 2019
1 min read
Medicare Open Enrollment
Geoff Wells
Oct 24, 2019
1 min read
Employer Benefits Open Enrollment
Geoff Wells
Oct 18, 2019
4 min read
The Importance of Multi-Year Tax Planning
Geoff Wells
Oct 10, 2019
1 min read
$0 Transactions for ETF/Stocks!
Geoff Wells
Feb 18, 2019
1 min read
Recommended Reading: Digital Minimalism
Geoff Wells
Feb 18, 2019
1 min read
Google Phishing Email Test
Geoff Wells
Feb 9, 2019
1 min read
The Market’s Response to Crisis
Geoff Wells
Jan 17, 2019
1 min read
Recommended Reading: 21 Lessons for the 21st Century
Geoff Wells
Jan 11, 2019
2 min read
2019 Goal Setting
Geoff Wells
Jan 9, 2019
1 min read
Stock Market Information Overload
1
2
3
4
5
bottom of page
