Maximizing Business Ownership Tax Advantages: A Multi-Year Strategy for Growth and Savings
Time to Read: 5 Minutes Growing your business across every measure is the priority for business owners, no matter their stage. Just starting out and working to be revenue-positive or coping with early income
Exploring the Recession Debate and Why It Matters
Time to Read: 7 Minutes On July 28, the advance estimate released by the Bureau of Economic Analysis showed US gross domestic product (GDP) fell at an annual rate of 0.9% in Q2 2022.
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 (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