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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

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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Using a Hierarchy of Funds to Reach Client Goals Thumbnail

Using a Hierarchy of Funds to Reach Client Goals

Personal finance is not institutional finance; therefore, we believe that there is an alternative mental map that changes the way advisers and individuals think about the unique questions retirees must answer, and offers a hierarchy of funds to reach client goals in any market.

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