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Insights

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.

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.

How Bull and Bear Markets Work

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



Latest News

Seeing in Place Thumbnail

Seeing in Place

Investors must develop the ability to "see in place." Seeing in place is a discipline that looks through the present storm to the larger reality of how markets function. This skill helps investors recognize that every market challenge is both different this time and yet the same as past shocks.

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Market Volatility Rides on a Pale Horse

In biblical imagery, the pale horse represents pestilence. History is replete with periods of pestilence. By now, everyone has heard of the new pale horse, Coronavirus COVID-19. Coronavirus joins a list of outbreaks in the recent past like SARS.

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Smart Money, Midas Money, Patient Money Thumbnail

Smart Money, Midas Money, Patient Money

At BWM, we acknowledge that there are many ways to make money invested in markets. Finding the best strategy can feel elusive because there is no one strategy that works every time, every year, in every market cycle. We believe investors need an investing philosophy, not just a strategy. A philosophy is something that will guide the investor regardless of market cycle. Our investment philosophy has been built upon all known market cycles, market conditions, geo-political shifts, the Great Depression, etc.

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