WEBINAR | Decoding Crypto: A Guide Through the Emerging Field of Digital Assets Know as “Cryptocurrencies”

By |2022-05-06T10:02:30-08:00March 16th, 2022|Wealth Management Resources|

Time to Watch: 51 Minutes VIEW SLIDES The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Stratos Wealth Partners and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only,

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

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