Jeremy Welch Named InvestmentNews Top Financial Professional

We’re proud to share that Jeremy Welch, BEW’s Managing Principal and Senior Advisor, has been named to InvestmentNews’ 2026 Top Financial Professionals in the US. This annual recognition highlights 100 financial professionals nationwide based on select business metrics: total assets under management, AUM growth, and client growth. Jeremy was selected and ranked 14th nationally.  This […]

It’s almost paradoxical.  Liquidity events don’t happen overnight. Going public, being acquired, transitioning your business to the next generation — all are laborious, time-intensive processes. Yet, these financial inflection points have a way of sneaking up on people.  Not only financially but also psychologically.  For starters, it changes expectations; yours and everyone else’s. It upends […]

As we look ahead to 2026, we want to share an update on retirement contribution limits and an important rule change taking effect next year. The 2022 SECURE 2.0 Act’s new Roth catch-up requirement for high earners will go into effect. Plan sponsors were granted additional time to implement the change. 401(k) and 403(b) Contribution […]