Broker Check

BFG News & Notes

September 10, 2018 - Online Scheduling System is LIVE!

The new system has worked beautifully and dozens of calls were scheduled over the weekend. If you did not yet receive an e-mail, please expect it in the next few days.

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September 4, 2018 - BFG Advisory Board Orientation

This Thursday, the BFG Advisory Board is hosting an orientation and welcoming five new members to our group of 18 to serve three-year terms.

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August 20, 2018 - Get to Know our Team

“Success is never owned.  It is only rented – and the rent is due every day.”

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July 31, 2018 - Today we focus on the hot potato that is estate tax!

As a part of the tax reform on January 1, 2018, the federal government raised the estate tax exemption to $11,180,000 per person ($22,360,000 per married couple), effectively eliminating estate taxation as a concern for the vast majority of American households.

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July 24, 2018 - Life, Liberty and the pursuit of Happiness

Every July, the U.S. celebrates the anniversary of the signing of the Declaration of Independence, which aimed to ensure American citizens the unalienable rights of life, liberty, and the pursuit of happiness.

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July 16, 2018 - Financial Fragility for Future Retirees

An article was published in The Arizona Republic recently about “financial fragility” for future retirees, utilizing data from a study at Boston College. 

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July 10, 2018 - Software Solution Update

Our transition to a new software system to track calendars, contacts, and various to-do items has been implemented and is operational.

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June 25, 2018 - Announcing Upgraded Software Solution!

After several months of design work, this morning at BFG we implemented a significantly upgraded software solution to manage our calendars, contacts, workflows, and most importantly our client relationships, reminders, and action items. 

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June 18, 2018 - Junior Achievement of Central Maryland Fundraiser

This week is the first of BFG’s four charitable events in calendar year 2018, as we’ll be bowling Thursday night to raise money for Junior Achievement of Central Maryland.

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June 12, 2018 - Almost at the "Finish Line"

We are 2 weeks away from the “finish line” for our annual strategy meetings. So far, we have visited or spoken with 96% of our clients.

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June 4, 2018 - What do Walt Disney and BFG have in Common?

Walt Disney, McDonalds, and J.C. Penney were all initially started using whole life policy cash values as a source of capital. 

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May 29, 2018 - Wedding Bells at BFG

First and foremost this week, we want to congratulate our BFG teammate, Akram Ibrahim, and his bride, Yoselin on the occasion of their nuptials this past weekend! 

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May 21, 2018 - College Planning

As this is graduation time for many college students around the country, a recent study by Job Search Intellingence (JSI) revealed the latest graduate salaries which can help in determining not only where to attend college, but how much one should borrow for college.

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May 14, 2018 - Transactions Reminder

As a reminder, this week many of you will see one or more transactions related to maintaining links between your bank accounts and investment accounts. 

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May 1, 2018 - BFG Road Shows

Once again this fall, we are planning four “BFG Road Shows” which are a chance for clients in various geographic areas to meet our financial advisors and members of our team without commuting to our offices.

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April 23, 2018 - Why You Should Hire a Financial Planner

“A new study found that perceived financial well-being — feeling secure about not only the state of your current situation but how well you’ve planned for the future — holds the key to your overall well-being. Your financial security can affect you as strongly as job satisfaction, relationship stability, and physical health combined.”

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April 17, 2018 - Beth Nori's Baby Boy

We’re pleased to announce that our associate advisor, Beth Nori, gave birth to a healthy baby boy on Wednesday the 11th

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April 10, 2018 - Crain's Baltimore Article

Last week, our own Kathleen Benjamin was featured by Crain's Baltimore in an article entitled, “If I knew then…” and we wanted to share it with you. 

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April 2, 2018 - Yehuda Berg's Quote

“Our contribution purely depends on our consciousness and our willingness to support those in need. To show vulnerability and accept the support of others, to share without expecting the credit, to give it our all and allow our hard work to decide the outcome, to understand that control can only be achieved with a shared responsibility.” 

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March 26, 2018 - Market Volatility

Last week, we saw continued market volatility, triggered mostly by lawmakers and politicians in Washington D.C.

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March 20, 2018 - Welcome Abigail Wenck! 

Please join our team in welcoming our newest employee. Abigail Wenck has joined our investment operations team and will be working alongside Becky Hartnett and Rachael Bayne in managing account maintenance and client service.

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March 5, 2018 - In like a lion, out like a lamb!

This past weekend, the Mid-Atlantic and Northeast saw an incredible Nor’easter that knocked down trees, cancelled flights, closed bridges, and left hundreds of thousands of people without power – in some cases for several days.

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February 20, 2018 - Personnel and Charitable Outreach

We have lots of great news to share today on two fronts – personnel and charitable outreach.

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