Blog
On point planning.
Welcome to our finance blog, where we deliver on-point insights and resources for attaining financial goals. Discover tips and education for all financial stages, and leverage our expertise to master your finances.
What Is Causing the Market Correction?
In this video, we discuss what is impacting markets right now, how often market corrections occur, and what you can do to take advantage of market volatility.
On Point Planning
After the first full year as an independent advisor, I'm excited to announce the next chapter for clients of BWM!
The start of the new year is a great time to ask yourself, "Are my finances on point?"
2021Q4 - Quarterly Review & Commentary
This video discusses inflation expectations, the new COVID variant, gas prices, FOMC policy, and employment numbers. Most importantly, we also cover changes we've made to portfolios over the last quarter and how we are postured for the new year.
2021Q3 - Quarterly Review & Commentary
In today's video, we tackle the burning question, "Are we overdue for a market correction?" Using the statistics surrounding market corrections, you can ensure you are mentally & financially prepared for a market correction.
Are You Prepared for a Market Correction?
In today's video, we tackle the burning question, "Are we overdue for a market correction?" Using the statistics surrounding market corrections, you can ensure you are mentally & financially prepared for a market correction.
The Inverse Relationship of Interest Rates & Fixed Income Prices: % ↑ = $ ↓
Today we discuss the inverse relationship between interest rates and fixed income prices: when interest rates (%) go up, fixed income prices ($) go down.
Efficient Portfolio Construction: Risk vs Reward & Modern Portfolio Theory
Today we cover the fundamental differences between individual stocks & bonds, Mutual Funds, and ETFs & Index Funds.
Investment Vehicles: Stocks vs Mutual Funds vs ETFs
Today we cover the fundamental differences between individual stocks & bonds, Mutual Funds, and ETFs & Index Funds.
Timing the Market or Time in the Market?
To keep this interesting, let's say four guys walk into a bar. They decide to play a game with the same goal. Invest the same amount of money for 57 years, and see who has the most in the end.