BFG News & Notes
March 24, 2020 - Staying Safe, Healthy, and Available to You!
At BFG, we are pleased to report that we are fully-operational on a remote basis and that our advisors and team of operational specialists are available to assist clients by phone or video conference anytime.
We know that recent market events have conjured up the pain of 2008-09 for investors, and that panic selling has been driving stock and bond markets down for several weeks. We believe that the U.S. is poised to combat the current healthcare crisis and to navigate the economic crisis which will linger beyond the medical one, and that our clients are positioned appropriately to weather this storm of difficult news.
Last Friday, we sent an email to all clients offering check-in calls with our advisors, with a link to click to schedule a convenient time to do so. If you want to talk about your planning, your accounts, or just our philosophy on what might be coming next, we encourage you to check that email and sign up for a call. If you’d prefer, you can also call the office and leave a voicemail for Mandy (ext. 224) or Jen (ext. 209) and they can assist.
Recently, we told clients that we’d be sending a text message with a link to get a Starbucks coffee on us to enjoy while preparing tax returns. Since some Starbucks locations are closing and people have mostly been advised to stay home, we’re waiting on sending that message. The tax filing deadline has been moved to July 15 th , and we’ll be sure to caffinate you for the task when the time comes.
Lastly, we’ve been writing and publishing articles and recording podcasts to help people stay informed during this time. Check out some of our newest resources that will keep you informed and entertained during this stressful period.
We hope our content and communication has been helpful to you during this difficult time. We’re all in this together and we’ll get through this together.
Stay healthy and keep safe,
February 4, 2020 - Eric Was Featured on Money Matters!
Today, the Money Matters Top Tips For Success podcast launched its latest episode featuring our very own CEO, Eric Brotman! You can listen now to hear Eric talk about the national crisis of financial illiteracy and how retirement should be a graduation.
June 24, 2019 - On Strike: BFG Team Bowls for Financial Literacy
Last week, BFG employees helped to raise nearly $3,000 for financial literacy education at the Junior Achievement of Central Maryland’s annual Bowl-A-Thon, and simultaneously held our 3rd annual BFG Bowling Tournament. Find out who took home the gold!
June 18, 2019 - Spotlight on the BFG Team: Kathleen and Lena are Sharing Their Ideas and Expertise
Over the past week, two of our principals had incredible opportunities to shine and they both nailed them! Find out how our COO Kathleen Benjamin and our Director of Financial Planning Lena Nebel were able to share their ideas and expertise with an even greater audience! We’re proud of both of them and excited to share in their successes.