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BFG News & Notes

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.

The tournament was held in three hotly-contested rounds and the finals resulted in our 2019 winners:

  • Gold Cup – Andrew Harrell
  • Silver Cup – Zachary Scott
  • Bronze Cup – Eric Brotman
  • Red Solo Cup – Jennifer Palumbo

We saw some record-breaking scores, including the four highest scores in our tournament’s three year history:

  • 154 – Andrew Harrell (Round 2)
  • 140 – Zachary Scott (Round 2)
  • 133 – Andrew Harrell (Finals)
  • 126 – Eric Brotman (Round 1)

We also saw some record-breaking scores of a different kind, with the three lowest scores in our tournament’s history:

  • 40 – Beth Nori (Round 2)
  • 59 – Rachael Bayne (Round 1)
  • 63 – Jaclyn Dunn (Round 1)

It was a fantastic time, and a wonderful way to build team chemistry and to raise funds for Junior Achievement.

A link to our “Weekly Market Review” is below, along with a link to our latest podcast episode of “Don’t Retire… Graduate!”

June 18, 2019 - Spotlight on the BFG Team: Kathleen and Lena are Sharing Their Ideas and Expertis

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.

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June 10, 2019 - Don't Retire... Graduate!

Summer has just begun but a few things at BFG are coming to an end! We’re finishing our Annual Strategy Meeting season and we’ve officially wrapped up taping our first “semester” of the BFG podcast, “Don’t Retire… Graduate!” Find out what else is ending and what has just begun here at BFG.

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June 3, 2019 - 2019 Bowl-A-Thon

Once again, BFG is taking to the lanes to support Junior Achievement of Central Maryland! Find out how you can join our efforts and meet our striking teams!

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May 28, 2019 - Kickoff to Summer

Annual strategy meetings are in full swing and a lot of changes will be happening this season. Find out how Lena is leading the charge on new upcoming projects and how new employee trainings will be improving your experience with BFG in the months to come.

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News & Notes - May 13, 2019

BFG Financial Advisors is breaking the trend of male-dominated financial advising firms! Find out how we’re an outlier in the industry with our gender-equal advisement team!

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April 16, 2019 - Tax Day Recap

Another tax season has passed and this one included more rhetoric than normal as a result of the tax plan which was enacted on January 1, 2018. For many Americans, the changes were significant.

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April 8, 2019 - Listen to Our Latest Podcast

We’ve hit two important midpoints here at BFG: the middle of our clients’ 2019 annual strategy meetings and of the recording season for our podcast, Don’t Retire… Graduate! Find out how to schedule your meeting, catch up on the first seven podcast episodes, and learn how retirement trends are shifting for today’s adults.

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March 18, 2019 - Take a Look Back on Our History

Do you know how BFG Financial Advisors came to be? Take a look back on our history and gain some valuable advice on comforting loved ones during times of grief.

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March 5, 2019 - Meet the full BFG team and download a contact sheet

Meet the full BFG team and download a contact sheet so you’re never on your own with your financial planning! Plus, learn the key differences in marital statistics between genders after age 65 and how we use that data to plan for multigenerational families financially.

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February 19, 2019 - Wisdom from Winston Churchill

Winston Churchill once said, “No idea is so outlandish that it should not be considered.”

That type of open mind may not be frequently demonstrated in politics, but at BFG we have set up an environment to make sure we are getting diverse ideas and opinions from as many people as possible.

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February 11, 2019 - Like Us on Facebook and Listen to Podcast #3!

As a part of our rebranding, our new Facebook page, BFG Financial Advisors, is live! Go like our new page and listen to episode 3 of our new "Don't Retire...Graduate!" podcast featuring Kathleen Benjamin, Chief Operating Officer here at BFG Financial Advisors!

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February 4, 2019 - Open House Video

Take a look at a video capturing some of the highlights of our 15th anniversary open house a few weeks ago. Thanks again to everyone who participated in making the event such a success!

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Like Us on Facebook and Listen to Podcast #3!

As a part of our rebranding, our new Facebook page, BFG Financial Advisors, is live! Go like our new page and listen to episode 3 of our new "Don't Retire...Graduate!" podcast featuring Kathleen Benjamin, Chief Operating Officer here at BFG Financial Advisors!

Learn more

January 23, 2019 - Reminders About Income Tax Preparation

It’s late January and like many Americans all of us at BFG have begun getting tax reporting documents in the mail every day and taxes are at the top of mind. In preparation for tax season, here are a few reminders about income tax preparation.

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January 07, 2019 - Reflections and Resolutions!

Like many Americans, the beginning of a year is a time for reflection and resolutions. At BFG, we try to help our clients and their families create and maintain good habits around spending, saving, and investing.

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January 02, 2019 - Brotman Financial Group Launches BFG Financial Advisors!

As you are likely aware, we started the new year with a new name and logo, and that means social media updates. Please check out our new company LinkedIn page at https://www.linkedin.com/company/bfgfa/ and connect with us if you haven’t already.

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December 26, 2018 - Toy Drive - Thank You!

All of us at BFG hope that you and your families are enjoying the holiday season. Just before the holiday at our open house, we collected toys for the children at St. Vincent’s Center – a part of Catholic Charities – and it was our most successful toy drive to date.

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December 17, 2018 - The Big Reveal!

Last week was an incredibly special one at our office. On Thursday, we hosted our 15th anniversary event and annual toy drive for St. Vincent’s Center.

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December 03, 2018 - The Big Event!

The BIG EVENT is a week from Thursday, December 13th when we celebrate our 15th anniversary with an open house from 4-7 pm at our office. 

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November 19, 2018 - Happy Thanksgiving!

This week, we pause to celebrate Thanksgiving and the many blessings we are fortunate to enjoy. Our office will be closed on Thursday and Friday, and we’ll have a small group of people here on Wednesday, as many of our employees travel to celebrate with family and friends.

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November 12, 2018 - Opportunity Cost

In economics and finance, the concept of “opportunity cost” adds the financial cost of not making various decisions to the actual cost of each decision we make. In other words, it is the loss of potential gain from other alternatives whenever one is chosen.

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