Time to Read: 6 Minutes During my career spanning 25+ years in the financial services industry, I’ve noticed the risks you don’t see coming are always the ones that seem to have the biggest impact on the financial markets. One such risk appeared last week: Three US banks collapsed because of the fastest central
Time to Read: 7 Minutes At BWM, we have said multiple times over the last year that parts of the US economy are likely already in a recession. To see examples of contraction in key areas of the economy, investors need to look no further than recent layoffs in the technology industry, a massive
Time to Read: 2 Minutes 2022 market overview, housing and labor market weighing on crowd sentiment, Fed announcements, and inflation remain at the forefront of investors’ minds as the market continues to be confusing for economists. In our latest webinar, BWM Financial President Jeff Brown discusses the latest inflation data, how the Fed is
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