Decoding Crypto

By |2022-06-10T07:53:29-08:00June 10th, 2022|Market Commentary|

Time to Read: 9 Minutes We have never seen an asset class quite like cryptocurrency. It’s confusing, it’s alluring, and for some people, it’s religion. As more and more investors flock to the decentralized world of crypto, more attention is being paid by those on the sidelines.  "Am I missing out on something?" you

Cutting the Equity Exposure to Neutral

By |2022-02-28T16:05:11-08:00February 28th, 2022|Market Commentary|

Time to Read: 3 Minutes To begin, at BWM our hearts go out to all the people worldwide affected by the events unfolding in Ukraine. It feels odd to write an article about the stock market and our objective indicators while reading about innocent lives lost due to Russia’s invasion of Ukraine. With that

Adjusting Allocations as Markets Shift

By |2022-02-17T06:52:52-08:00February 16th, 2022|Market Commentary|

Time to Read: 6 Minutes In a recent webinar, we discussed our market outlook for 2022, including the likelihood of a correction due to the appreciable amount of time since a 10% selloff last hit the S&P 500, as shown below. Just a few days later, the S&P 500 hit the 10% correction threshold

Don’t Fight the Fed | Nov 2021 Webinar Recap

By |2021-11-10T12:25:23-08:00November 11th, 2021|Market Commentary|

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