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

Reducing Duration and Interest Rate Sensitivity in Our Tactical Portfolios

By |2021-12-15T11:04:07-08:00October 25th, 2021|Market Commentary|

Time to Read: 9 Minutes Last week, BWM Financial continued to reduce interest rate risk in our tactical portfolios by reducing duration across the board. Duration is a measure of the sensitivity of the price of a bond to a change in interest rates. As rates move up or down, higher duration portfolios will move more in price than lower duration portfolios. Our

What Can Go Wrong | Sept 2021 Webinar Recap

By |2021-10-13T11:47:55-08:00September 21st, 2021|Market Commentary|

Time to Read: 3 Minutes In our latest market webinar, “What Could Go Wrong”, we review the current economic environment and review the conditions that could cause us to become more defensive. We are due for some level of a correction.  Routine or problematic is the question. Watching earnings for stock market valuation problems

Understanding Inflation in 2021: What You Need to Know

By |2021-10-13T12:02:45-08:00August 11th, 2021|Market Commentary, Wealth Management Resources|

Time to Read: 9 Minutes As the U.S. economy continues to recover from the Covid-19 induced shutdown in 2020 amid record government stimulus from both Congress and the Federal Reserve, many high-net-worth clients are becoming more concerned about the prospects for much higher inflation in the United States.  It has been several decades since the U.S. last experienced sustained inflation. What does it mean for the

Summertime Market Update | July 2021 Webinar Recap

By |2021-10-13T12:03:35-08:00August 6th, 2021|Market Commentary|

Time to Read: 3 Minutes In our Summertime Market Update we discuss the current state of the market and which indicators we are monitoring to guide our asset management decisions. Here are the key takeaways: After record recession, support and recovery, the future is less certain Buying the dip has worked very well since

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