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We are creating a library of resources.  Find our highlights here.  Reach out if there is something specific you are interested in…

The markets were tough last year.  Read More…

Setting Every Community Up for Retirement Enhancement

Read more here…

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

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

In the News & Updates

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The difference between want and need
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Marginal Utility

The marginal utility of Jeni’s Ice Cream


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Health Insurance Marketplace

You don’t have to do this alone…
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P&C Insurance

My insurance is TOO high!

Year End Planning

New laws are here!