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Stay on top of the latest market trends, news, and insights, authored exclusively by our experienced team.
A Rules Based Approach to Tactical Portfolio Management
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
Disability Insurance: How to Protect Your Income
Time to Read: 7 Minutes Most working people tend to do a decent job addressing their life insurance and health insurance needs. However they often forget to give the same care and attention to
Inflation, Recession, and The Fed | July 2022 Webinar Recap
Time to Read: 3 Minutes In our Mid-Year Update webinar, BWM Financial President Jeff Brown discusses the headline concerns of inflation and central bank policy. We review how both affected market performance in the
We’re in a Bear Market: Now What?
Time to Read: 5 Minutes The stock market volatility we’ve experienced this year has officially pushed us into a bear market. A bear market is technically defined as a 20% decline in the broader
5 Ways to Save Money in 2022 (especially if you are in the top 1% or 2%)
Time to Read: 7 Minutes Read just about any article about saving and you’ll likely hear how skipping your daily designer cup of latte can add up big over time. But let’s face it
Historic Fed Hike Prompts Additional Market Volatility
Time to Read: 7 Minutes On June 15, the Federal Reserve (Fed) raised the key short-term interest rate by 75 basis points (bps), the largest increase since 1994. The target federal funds rate range