Resources

Implementing the Growth Portfolio

Watch Asset Dedication’s Professor Stephen Huxley and Brent Burns meet with the American College to discuss the research behind the growth portfolio. 

Implementing the Income Portfolio 

Watch Asset Dedication’s Professor Stephen Huxley and Brent Burns meet with the American College to discuss the research behind the defined income portfolio.

How Bull and Bear Markets Work

Watch Jason Branning give an educational presentation on how Bull and Bear markets work, giving you histroical context as you begin to think about your investing.

 

Latest News

 


Forbes: What Is A Safety-First Retirement Plan?

04/26/2016
BWM advisor and modern retirement theory co-founder, Jason K. Branning, CFP(R) along with M. Ray Grubbs, Ph.D. were included in the Forbes retirement article "What Is A Safety-First Retirement Plan?"