On Approach for a Soft Landing?
Time to Read: 7 Minutes At BWM, we have said multiple times over the last year that parts of the US economy are likely already in a recession. To see examples of contraction in
Are you a High-Earner or Business Owner? A Defined Benefit Plan Could be Right for you.
Time to Read: 7 Minutes So what even is a defined benefit plan? The defined benefit plan is a lesser-known retirement savings strategy that many business owners can implement in their business, in addition
2022 Year of the Bear, What’s the Market’s Next Act? | December 2022 Webinar Recap
Time to Read: 2 Minutes 2022 market overview, housing and labor market weighing on crowd sentiment, Fed announcements, and inflation remain at the forefront of investors’ minds as the market continues to be confusing
Four Macro Events in November that Could Spark a Rally
Time to Read: 8 Minutes In our latest webinar, we discussed key factors we consider when determining if a market bottom has been put in, including: Oversold conditions Rally Retest of the lows Breadth
The Structure Matters: Choosing the Right One for Your Business
Time to Read: 8 Minutes The choice of a corporate structure for a business has many consequences: a crucial impact on the business’s taxes, your ability to raise funds, the paperwork you must file,
Tough Talking Fed Rattles Markets | September 2022 Webinar Recap
Time to Read: 3 Minutes Stubborn inflation, central bank policy, and a potential recession remain at the forefront of investors’ minds as the market continues to slide. In our latest webinar, BWM Financial President
How to Reduce Taxes on Required Minimum Distributions – Part 6 of Tax Saving Strategies for High Earners
Time to Read: 7 Minutes Many high earners want to know what strategies they can implement to help reduce the tax burden caused from large, unwanted required minimum distributions (RMDs) in retirement. In Part