Financial plans for accommodating an unpredictable future. At Berk Cleveland Rathmell Wealth Strategies LLC (BCR Wealth) in Vestavia Hills, Alabama, the staff is passionate about helping

Teaching clients the difference between investing and trading is critical to guiding them through choppy, volatile markets without seeing them become victims of emotionally-based choices.

Most investment errors are caused by misconceptions about securities and invalid performance expectations... markets are totally unpredictable, but they do have consistent cyclical patterns

Mitigating Risk and Creating Alpha with Tactical Asset Management. Modern portfolio theorists have long believed in asset allocation models and buy-and-hold investment strategies,

John Kailunas II, founder of Regal Financial Group, Regulus Advisors and Regal Investment Advisor, remembers when he followed his dad’s lead 28 years ago, and sold life insurance sitting at

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