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The markets were tough last year.  Read More…

Setting Every Community Up for Retirement Enhancement

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Medicare has made changes that retiree need to know.  Read more about Medicare’s new program – post Inflation Reduction Act 

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What is a stress test?  Why is it important?

BBK Wealth provides every client with a stress tested portfolio.  We enhance traditional portfolio management with a deeper focus on risk.  Why wait?  We can provide a stress test at no cost.  Please allow us the chance to show you why we are making it easier than ever to manage and understand your investments.

BBK is an independent wealth management company.  We pride ourselves on providing more than financial planning.  Learn more about how on our FAQs page – learn more about why by visiting our bios

Tyler E Smith

Brandon Gregg

Cody Lachner

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In the News & Updates

03.30.2023

Safe to Fail

  My most valuable lessons One day, I imagined that I had a vault where I kept the most valuable lessons I’ve ever learned.I opened the vault and was surprised…
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03.30.2023

How we should treat each other

  A heavy story about how we treat people I want to share something with you that might feel a little bit heavy. You may also wonder what it has…
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03.30.2023

Recency Bias

  The problem with recency bias, and how to fix it One crazy thing we do as humans is take the recent past and project it indefinitely into the future.As…
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Resources

01.19.2023

Indiana 529 Changes

There was an important update to the Indiana 529 tax credit that came in under the radar in2022. Effective January 1st, 2023, Indiana has increased the maximum tax credit that…
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01.09.2023

Secure Act Update

The Secure act 2.0 is packed with changes that could make an unbelievable difference for folks.  We’ll need to sit tight to see how many of these strategies become law….
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11.07.2022

Year End Tax Opportunities

2024 Countdown Days Hours Minutes Seconds 2022 is Over! Good Luck on 2023 Five strategies to consider at year end “The only way to decrease my taxes is to reduce my…
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