The spirit of giving was alive and well at the B&E All-In Charity Poker event on November 8, 2024. This year’s gathering brought together a full house of friends and clients for an evening of friendly competition.
Resources
As always, we appreciate the opportunity to discuss your financial needs with you. However, there may be times when you want to research a topic at your own pace. Our online resource library contains case studies, educational videos, and news and information to help you improve your financial well-being. If you don’t find what you are looking for, please feel free to contact us.
Skip-A-Day 2024
The rain didn’t stop us from having a wonderful Skip-a-Day 40th Anniversary event! We held a fish fry lunch and got in 9 holes.
All In Charity Poker 2023
The spirit of giving shone brightly at the B&E All-In Charity poker event on the evening of November 10, 2023. The friendly competition raised more than $10,000. Every year, B&E matches dollar for dollar all donations made by players to Fidelity Charity.
Skip-A-Day 2023
Thank you to all who attended B&E’s 39th Annual Skip-a-Day of Work Event! The weather was fantastic, but the great times and laughs were what made the day truly exceptional.
SECURE 2.0 Act Makes Retirement Saving Easier
SECURE 2.0 is designed to make retirement savings easier and the process less cumbersome. On December 29, 2022, the Consolidated Appropriations Act of 2023 was signed into law.
All In Charity Poker 2022
The spirit of giving shone brightly at the B&E All-In Charity poker event on the evening of November 11, 2022. The friendly competition raised more than $8,000. Every year, B&E matches dollar for dollar all donations made by players to Fidelity Charity.
Congratulations, Ryan!
Thank you for joining us at our Sip and Socialize Celebration to honor B&E’s newest partner and vice president, Ryan Michaelis. With over a decade of experience, Ryan is proud to serve people of all ages and backgrounds. Ryan’s expertise and vision for the future make him the perfect partner for us, and for you.
Market Trends and Your Portfolio
If you’re wondering whether you should adjust your portfolio due to recent stock market events, know that you’re not alone.
