THANK YOU and Happy New Year!

THANK YOU and Happy New Year!

Everyone at BFA is, and I am sure that you are also grateful for a fantastic year in the stock market in 2017! Let’s hope the momentum continues. We would love to continue to stay on offense. As always, we are poised to switch to defense when it is necessary. The...
The Skinny on Tax Reform and Action Plan

The Skinny on Tax Reform and Action Plan

WHAT TO DO BEFORE YEAR-END Pay/Prepay* (if not subject to AMT**) BEFORE 12/31/2017: Real estate taxes if you pay by check (not escrowed) (limited to $10k in 2018) State income tax via estimates or extra withholding on your bonus (limited to $10k in 2018) Miscellaneous...
Life is Worthwhile If You….

Life is Worthwhile If You….

“Tell me and I forget. Teach me and I remember. Involve me and I learn.”- Ben Franklin 1) Life is worthwhile if you LEARN. What you don’t know WILL hurt you. You have to have learning to exist, let alone succeed. Life is worthwhile if you learn from...