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

Jason Branning, Class of 2019 Leaders in Finance by MS Business Journal

December 30, 2019

Smart Money, Midas Money, Patient Money

August 8, 2019

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.

2nd Quarter 2019 Update

July 13, 2019

2019 Mutual Fund Landscape Report

April 22, 2019

Mutual fund investing study that documents the power of market prices by assessing fund returns over multiyear periods.

1st Quarter 2019 Update

April 19, 2019

Why Advisors Should Distinguish Base and Discretionary Expenses

January 16, 2019

Read the full article in Advisor Perspectives by Jason K. Branning and M. Ray Grubbs.

Using a Hierarchy of Funds to Reach Client Goals

January 3, 2019

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.

Crafting Retirement Income That Is Stable, Secure, and Sustainable

January 3, 2019

Financial planners are driven by the passionate desire to serve clients with evidence-based convictions. Yet, planners often seem locked in a battle with each other over the superior method to deliver retirement income to clients.

The Modern Retirement Theory

January 3, 2019

MRT is a goal-based strategy that uses a four-pillar asset disbursement structure.

Putting Markets in Perspective

February 14, 2018

As your advisory team, we carefully study markets and the ways markets have worked over time. Yet, we simply submit that we do not know the future and never will. We cannot predict stock market actions in a particular week or year. We believe that anyone who says they can accurately and consistently predict markets by trading in and out of stocks is in great danger of overreaching themselves - too clever by half.