Time to Read: 3 Minutes Market participants remain focused on COVID-19 and the Federal Reserve as we enter the new year. In our 2022 Market Outlook, BWM Financial President Jeff Brown discusses these key themes and the affect they could have on the market in 2022. Here are the takeaways: Potential reversals that would

Time to Read: 3 Minutes Federal Reserve tapering and proposed corporate tax increases have dominated headlines recently. In our latest market update, titled “Don’t Fight the Fed,” we summarize the Fed’s current position, review proposed tax changes, and consider the effect of both on the market. Here are the key takeaways: The unwinding of

Time to Read: 3 Minutes In our latest market webinar, “What Could Go Wrong”, we review the current economic environment and review the conditions that could cause us to become more defensive. We are due for some level of a correction.  Routine or problematic is the question. Watching earnings for stock market valuation problems

Time to Read: 3 Minutes In our Summertime Market Update we discuss the current state of the market and which indicators we are monitoring to guide our asset management decisions. Here are the key takeaways: After record recession, support and recovery, the future is less certain Buying the dip has worked very well since

Time to Read: 3 Minutes In our most recent webinar titled, “Where Have All the Good Deals Gone”, we discuss why we are maintaining our equity overweight in light of continuing economic expansion and policy support. Here are the key takeaways: US and global economy roaring back from ‘natural disaster’ type recession with massive central