Tax Benefits of Donating Appreciated Securities

If you intend to make a donation to a qualified charitable organization this year, we recommend that you have us review your portfolio first. It may be that writing a check or giving cash will not be in the best interest of you or the charitable organization. Given the broad market increases over the past…

Supporting Charity and the Arts with Jazz in the Woods

Members of the BCWM team, along with nearly 30,000 other attendees, came out to support Jazz in the Woods, an annual fundraiser for local children's charities. Serving as volunteers for the event, BCWM helped raise funds for this year's benefactors: Operation Breakthrough, Lee Ann Britan Infant Development Center, Fox 4 Love Fund for Children and the Future of Hope Fund.…

BCWM Again Makes the NABCAP List of Kansas City’s Premier Advisors

As a member of the investing public, it can be difficult to find an unbiased resource to help you select an advisor in the financial services industry. This need is what prompted the formation of the National Association of Board Certified Advisory Practices (NABCAP) in 2008, and their regular report of top practitioners in thirty-five…

Congratulations Mindy & Molly: Topeka Tinman Conquerors

In June, Mindy Corporon and Molly Clark (wife of Eric Clark) completed the Topeka Tinman Triathlon - one of the longest running events in the Kansas City area. Sponsored by St. Francis Health Center, the event (now in it's 33rd year) combines swimming, cycling and running in both long and short course distance events. Mindy Corporon…