Welcome to our resource center!

“An investment in knowledge pays the best interest.”

– Benjamin Franklin

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.

To access our information library, click through the tabs below. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Monthly Economic Update: December 2019

Quarterly Economic Update: Q3 2019

Market News from BCJInsights.com

Retirement Insights News: August 2019

Focus on Retirement

Retirement Insights Special Edition

Retirement News from BCJ Insights

2019 Tax Guide   

2019 Essential Financial Figures

Additional News Resources

The Latest from BCJInsights.com

The month in brief. The S&P 500 rose 3.4% in November and attained a series of record closes in […]

Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are […]

Changes for 2020. The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and oth […]

What you should know about naming an IRA beneficiary. Can your IRA be put directly into a trust? In […]

Most people just invest for the future. You have a chance to do more. Across the country, people are […]

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