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
Time to Read: 3 Minutes With risk assets well off their highs and a great deal of uncertainty looking forward, BWM Financial continues to rely on a weight of the evidence approach when making investment decisions. In our latest market update webinar, BWM Financial President Jeff Brown reviews the indicators we’re focused on and
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
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
Market participants remain focused on COVID-19 and the Federal Reserve as we enter the new year. In our 2022 Market Outlook, BWM Financial President Jeff Brown discusses these key themes and the affect they could have on the market in 2022.
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
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
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
Time to Read: 8 Minutes During our recent webinar, we discussed the Ned Davis Research (NDR) S&P 500 Cycle Composite—a unique chart that raised a lot of questions from our clients. Shown below for 2021, the cycle composite creates a roadmap for a given year in the stock market by placing equal weights on
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