Nov
03
BNA Wealth Market Report: October 2025
Gavin Gochnour, CFP® │ Wealth Advisor Market Summary October brought a mix of encouraging economic data, cautious optimism from the Federal Reserve, and the return of some familiar headlines from Washington. Despite the noise, markets continued to show resilience and steady performance throughout the month. S&P500: +2.27% NASDAQ: +4.7% Dow Jones: +2.51% The Fed’s October […]
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Oct
27
Your Financial Checklist: “Checking It Twice” Before Year-End
From the advisors at BNA Wealth. As we wrap up the year, it’s a great time to review your finances to insure everything is in place for success heading into 2026. Listed below are a few important items to check off your list prior to December 31st: 1. Maximize Tax-Advantaged Accounts If possible, maximize contributions […]
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Oct
21
Spot the Signs: Protecting Yourself from Financial Fraud in 2025
Scams are becoming smarter, faster, and harder to detect. Even the most financially savvy individuals and businesses can be targeted. From AI-generated emails to fake IRS calls, today’s fraud tactics are designed to look real. Here’s what to watch for and how to stay ahead of potential fraud in 2025. Common Scams to Watch For […]
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Sep
10
Meet Joe Zarzycki: BNA Institutional Wealth Managing Director
Professional Background Joe Zarzycki, CIMA®, joined the BNA Wealth team on June 2, 2025, bringing with him over 25 years of experience in institutional retirement plan consulting and investment management. Prior to BNA Wealth, Joe served as an Institutional Trust Officer with First Citizens Bank. Throughout his career, he has worked closely with corporations, nonprofits, […]
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Sep
01
Adam Ackerman Named to Forbes Best-In-State Next-Gen Wealth Advisors List (2025)
We’re proud to share that Adam Ackerman, CFP®, President of BNA Wealth, has been named to the Forbes | SHOOK Best-In-State Next-Gen Wealth Advisors (2025) list. The wealth management industry is undergoing a generational shift, with the average advisor age around 56 and a significant portion of professionals expected to retire within the next decade. […]
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Aug
19
Why Giving Stock Instead of Cash Could Be a Smart Tax Strategy
When you think about charitable giving, cash donations are usually the first thing that comes to mind. But there’s another option that can be more tax-efficient and just as impactful: donating stock. Here’s why this strategy is worth considering: Give More By donating stock you’ve held for more than a year, you avoid paying capital […]
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Aug
14
From Campus to Career: How BNA’s Scholar Program Launches Future CPAs
At BNA CPAs & Advisors, our partnership with Winthrop University’s College of Business and Technology opens the door for students to gain real-world accounting experience while advancing their career goals. Each semester, we welcome bright, driven students to work alongside our team, build their skills, and take meaningful steps toward becoming future CPAs. About […]
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Aug
04
BNA Wealth Market Report: July 2025
Joe Zarzycki CIMA® Managing Director │Institutional Wealth The Federal Reserve made it clear that rate cuts are not part of its summer vacation plans. Here’s your lighthearted, yet informed breakdown of what happened and what’s next. Markets stayed in rally mode through July, except the Dow Jones, which apparently decided to take a summer vacation. […]
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Jul
23
BNA Wealth Market Report: June 2025
Joe Zarzycki CIMA® Managing Director │Institutional Wealth After a bumpy start to the year, markets made a powerful comeback in the second quarter of 2025. Stocks surged, inflation cooled slightly, and the economy showed signs of resilience—despite ongoing concerns around trade policy and interest rates. Here’s what you need to know: Markets Reached New Highs […]
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Jul
16
Tax Update : What BNA CPAs Want You to Know About the “Big Beautiful Bill”
The recently passed “One Big Beautiful Bill” marks a significant update to the U.S. tax code—building on the 2017 Trump tax cuts and introducing new opportunities for individuals, families, and business owners alike. At BNA CPA & Advisors, we’ve been reviewing the bill closely to understand its full impact. Below, Jason Ackerman, CPA, CFP®, CGMA, […]
