Time to Read: 11 Minutes At BWM, our core portfolio construction process comprises three primary factors: Strategic Allocation – This is the percentage of stocks, bonds and cash that makes up the portfolio and will drive the bulk of returns. We focus on what we can control: asset allocation, fees, tax efficiency, and ensuring
Time to Read: 3 Minutes In our most recent webinar titled, “Equities over bonds: Increasing Equities as Recovery Continues”, we discuss why we are favoring stocks over bonds in our portfolios as the world continues to recover from the COVID-19 global pandemic. Here are the key takeaways: Global economy continues to recover as vaccines
Time to Read: 3 Minutes In our most recent webinar titled, “2021 Strategic Update: Adjusting allocations in a low-rate world”, we discuss how we are positioning our portfolios in the low-interest rate environment that exists today and we highlight some of the new tools that we are rolling out to clients in 2021. Here
Time to Read: 3 Minutes In our most recent webinar titled, “Pre-Election Positioning”, we review where some of our key indicators stand leading into the election and what the election could mean for the markets. Here are the key takeaways: Global recession likely ended this summer, but COVID-19 spread continues without approved vaccine or readily
Time to Read: 3 Minutes The economic fallout from COVID-19 broke several records, including the fastest recession in the history of the US*. In our most recent webinar titled, “Is The Recession Over?”, we take a look at the key indicators we are watching to determine if the recession has ended. Here are the key
Time to Read: 8 Minutes As coronavirus concerns continue, millions of homeowners have been receiving surprisingly good news as mortgage rates continue to hit new record lows. Last Month, the national average rate for a 30-year mortgage fell to 3.33 percent, with an average of 0.7 points paid, according to data from Freddie Mac. Mortgage rates
Time to Read: 3 Minutes Central banks around the world supported the rally in equity markets in 2019. We continue to see signs of global economic recovery but expect more market volatility in 2020 than we saw in 2019. We remain slightly underweight equities and overweight on high-quality bonds while we continue to assess
Time to Read: 3 minutes Mixed signals from some of our key indicators have caused us to remain underweight equities after cutting exposure from an overweight position last year. We will continue to focus on these key indicators to help determine what’s next for the markets. Here are our key takeaways from BWM Financial’s
Time to read: 2 minutes | A year after cutting equity exposure from an overweight position to marketweight, we are focusing on key indicators to help determine what’s next for the markets. Here are our key takeaways from BWM Financial’s Mid Year Update Webinar: The secular bull market will favor an overweight to equities…
Time to read: 3 minutes | After moving to an underweight position in equities for the first time since 2009, we are shifting our focus on what is next for the markets in 2019 and our portfolios. While our indicators deteriorated during the second half of 2018, our portfolios are in a defensive position