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 thrusts Here we take a closer look at breadth thrusts and four macro events in November that could spark a
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 Jeff Brown discusses the latest inflation data, how the Fed is responding, and what the rest of the year could
Time to Read: 8 Minutes In our August 5th article, we noted our decision to move portfolios which were underweight equities back to benchmark weight through rebalancing. We also described our intention to watch market action before making our next tactical move. Since then, we have seen continued improvement in a variety of objective
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. This follows a 1.6% decline in Q1 2022, as shown below. Given the two consecutive quarters of negative GDP, investors
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 will drive the bulk of returns. We focus on what we can control: asset allocation, fees, tax efficiency, and ensuring
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 first half of the year and what it could mean for the rest of 2022. Here are the key takeaways:
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 stock market. As of late June, the Standard & Poor’s 500 Index is down about 20% from the beginning of
Time to Read: 7 Minutes On June 15, the Federal Reserve (Fed) raised the key short-term interest rate by 75 basis points (bps), the largest increase since 1994. The target federal funds rate range now stands at 1.50% to 1.75%. The hike marked an abrupt departure from earlier guidance provided by members of the
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
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