B1 Financial

Are mutual funds on your investment radar, but you are unsure how to begin? ?? Let's simplify it for you! Discover how mutual funds operate and why they could be a valuable addition to your investment portfolio. Swipe through to deepen your understanding. Ready to explore your options? Contact our team today. #InvestmentInsights #MutualFunds #stuartbrisgel @b1financial

Did you know that allowing employees to roll over their 401(k) savings into your company's retirement plan can offer financial advantages for your business too? ?? Swipe to discover the benefits. Maximize your 401(k) plan's potential by getting in touch with our team today. #RetirementPlanning #BusinessAdvantage #b1financial #stuartbrisgel

Is your company’s 401(k) plan still the right fit for your team? 401(k) benchmarking is critical to ensure your plan remains competitive, cost-effective, and aligned with your employees’ needs. Swipe through for a closer look at how benchmarking works and why it matters. If you’re ready to evaluate your business's 401(k) plan, our team is here to help. Contact us today.

The latest announcement of tariffs has caught everyone's attention. ?? We have created a comprehensive overview covering what tariffs are, the reasons behind their implementation, and their potential impact on you. Swipe through to dive into the details. If you have concerns about how these changes might affect your portfolio or budget, our team is ready to assist you. Contact us anytime for guidance. #TariffsExplained #FinancialInsights #stuartbrisgel #b1financial

Curious about the fundamentals of the stock market? ?? Whether you are a beginner in investing or seeking more clarity, swipe through for a simplified breakdown. When you are ready to advance in your investment journey, reach out to our team for guidance. #InvestmentBasics #StockMarket101 #b1financial #stuartbrisgel

The financial markets experienced notable volatility last week due to the impact of new tariffs and disappointing job numbers. As we look forward, the upcoming Consumer Price Index (CPI) report on Wednesday is gathering attention for potential inflation trends. ?? Swipe through for a deeper dive into these insights and let us know if you have any questions or needs. Our team is always ready to assist you as a reliable resource. #MarketInsights #FinancialTrends #stuartbrisgel #b1financial

March is here, and the spring sunshine is calling! ?? Our team wants to know how you would prefer to enjoy spring’s fresh air: having a cozy picnic or going for an adventurous hike. ??Vote for a Cozy Picnic ??Vote for an Adventurous Hike Cast your vote in the comments!

Today, we celebrate International Women’s Day, honoring the strength, resilience, and achievements of women worldwide???? This day holds a rich history, dating back to early 20th-century labor movements in North America and Europe. The first National Woman’s Day in the U.S. was held in 1909, following a garment workers' strike in 1908. The movement’s roots, however, go back to 1848 when Elizabeth Cady Stanton and Lucretia Mott organized the Seneca Falls Convention, demanding women’s civil, social, and political rights. Now celebrated globally on March 8, International Women’s Day symbolizes progress and equality. Officially recognized by the United Nations in 1977, it unites women worldwide, highlighting their achievements and promoting greater participation in political and economic life. We are inspired by the women who lead, innovate, and make a difference every day in our workplaces, communities, and beyond. Let’s continue to champion equity, inclusion, and opportunity for all.

Just a heads up: Daylight Saving Time starts Sunday, March 9! Don’t forget to set your clocks an hour ahead. It might take a little getting used to, but those longer, brighter evenings are on their way. As we move into spring, remember we’re here if you need anything. Here’s to more sunshine! ??

With Tax Day approaching, it’s the perfect time to make the most of your tax-advantaged savings for 2024. Swipe through to discover key opportunities to save. Need guidance on maximizing your contributions? Reach out to our team — we’re here to help!