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
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
Time to Read: 7 minutes At BWM Financial, one of our key rules to investing is don’t fight the trend. How does this apply to today’s residential real estate market? As shown below, the trend in residential real estate has clearly been on an upward trajectory since the financial crisis, with real home prices
Time to Read: 3 Minutes In our most recent webinar titled, “Where Have All the Good Deals Gone”, we discuss why we are maintaining our equity overweight in light of continuing economic expansion and policy support. Here are the key takeaways: US and global economy roaring back from ‘natural disaster’ type recession with massive central
Time to Read: 8 minutes At BWM Financial, we believe you can assess how the market should be acting by looking at a combination of macroeconomic conditions and fundamentals. Over the long run, the market generally does what it should. But, as noted by famed economist John Maynard Keynes, the market can remain irrational
Time to Read: 3 Minutes In our most recent webinar titled, “Equities over bonds: Increasing Equities as Recovery Continues”, we discuss why we are favoring stocks over bonds in our portfolios as the world continues to recover from the COVID-19 global pandemic. Here are the key takeaways: Global economy continues to recover as vaccines
Time to Read: 8 Minutes As discussed in our last webinar, we believe the recovery from the COVID-related recession continues to take hold, partially driven by the massive amount of monetary and fiscal support provided in 2020. Clients of BWM have begun asking: Will all that money printing lead to an inflation problem in
Time to Read: 3 Minutes In our most recent webinar titled, “2021 Strategic Update: Adjusting allocations in a low-rate world”, we discuss how we are positioning our portfolios in the low-interest rate environment that exists today and we highlight some of the new tools that we are rolling out to clients in 2021. Here