Welcome to the Resource Center

We’ve put together a library of information on important financial topics that we believe you’ll find helpful. We also encourage you to visit our blog and subscribe to our email list to receive news and information direct to your inbox.

Simply click on any of the general financial topics and you’ll find a selection of easy-to-understand information about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

From the blog..

What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a… [...]

Do you know what has changed for I.R.A. beneficiaries? New inherited I.R.A. rules took effect on January 1, 2020. The… [...]

Information for small business owners to consider. On Monday, Feb. 22, the White House announced several changes to the Paycheck… [...]

Elephant in the Room

Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group There seems to be an elephant in the room.… [...]

After you leave work, what will your life look like? How do you picture your future? If you are like… [...]


Featuring Special Guest Ned Davis Research

This 30 minute live webinar will cover a current economic and market update as well as give attendees the opportunity to submit questions to the presenters via LIVE chat.