Nick Clay

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September 6, 2017

Personal Finance Series

In September and October, BCS and BCS Wealth Management are hosting a six-week seminar series at Summit Leadership in Johnson City. This series will cover budgeting, […]
June 13, 2017

Social Security Update

The mention of Social Security usually brings up feelings of various sorts. Some feel confidence in the 82-year-old program. Others, especially those far from retirement, feel […]
June 1, 2017

Myra O’Dell Named Partner at BCS Wealth Management

Congratulations to Myra O’Dell, our newest partner at BCS Wealth Management!  Myra has been with our firm nearly 13 years and we look forward to many […]
April 7, 2017

BCS Wealth Management Ranked in Accounting Today Magazine

Each year, Accounting Today magazine publishes their “Wealth Magnets” article to rank the top 150 wealth management firms which are affiliated with CPA firms by assets […]
March 7, 2017

Intra-Year Declines Revisited

We previously looked at this chart in the fall of 2015 when the stock markets were down a few percent for the year. Our message back […]
January 6, 2017

Nathan Goodwin Named Partner at BCS Wealth

By Nick Clay Congratulations to Nathan, our newest partner at BCS Wealth Management. Nathan is an attorney and Financial Advisor, and when he joined the firm […]
November 28, 2016

Small, Practical Money Saving Tips

By Nick Clay Sometimes it’s good to get back to the basics. If there were a Managing Finances 101, lesson number one would probably promote frugality. […]
September 7, 2016

IRS Gets Flexible on IRA Rollover Rules

By Nick Clay IRS? Flexible? Yes you read that correctly. If you’ve left a job that provided an employee sponsored retirement plan you may or may […]
July 6, 2016

Recent Treasury Regulations Can Benefit Retirees

By Nick Clay One of a retiree’s greatest fears is running out of income and money in the late stages of retirement. With advancements in modern […]
May 25, 2016

Update on the TN Hall Tax

By Nick Clay New legislation signed by Governor Bill Haslam will phase out the Tennessee Hall Tax over the next six years. An estimate of over […]