Understanding Inflation in 2021: What You Need to Know

By |2021-07-30T10:29:52-08:00August 11th, 2021|Market Commentary, Wealth Management Resources|

Time to Read: 9 Minutes As the U.S. economy continues to recover from the Covid-19 induced shutdown in 2020 amid record government stimulus from both Congress and the Federal Reserve, many high-net-worth clients are becoming more concerned about the prospects for much higher inflation in the United States.  It has been several decades since the U.S. last experienced sustained inflation. What does it mean for the

Summertime Market Update | July 2021 Webinar Recap

By |2021-08-06T07:29:28-08:00August 6th, 2021|Market Commentary|

Time to Read: 3 Minutes In our Summertime Market Update we discuss the current state of the market and which indicators we are monitoring to guide our asset management decisions. Here are the key takeaways: After record recession, support and recovery, the future is less certain Buying the dip has worked very well since the

Increasing Equities as Recovery Continues | March 2021 Webinar Recap

By |2021-05-13T13:39:37-08:00March 12th, 2021|Market Commentary|

Time to Read: 3 Minutes In our most recent webinar titled, “Equities over bonds: Increasing Equities as Recovery Continues”, we discuss why we are favoring stocks over bonds in our portfolios as the world continues to recover from the COVID-19 global pandemic.  Here are the key takeaways: Global economy continues to recover as vaccines are

Should Investors Worry About Inflation in 2021?

By |2021-05-13T13:40:55-08:00February 13th, 2021|Market Commentary|

Time to Read: 8 Minutes As discussed in our last webinar, we believe the recovery from the COVID-related recession continues to take hold, partially driven by the massive amount of monetary and fiscal support provided in 2020. Clients of BWM have begun asking: Will all that money printing lead to an inflation problem in

Strategic Update: Adjusting allocations in a Low-Rate World | Dec 2020 Webinar Recap

By |2021-05-13T13:41:36-08:00December 23rd, 2020|Market Commentary|

Time to Read: 3 Minutes In our most recent webinar titled, “2021 Strategic Update: Adjusting allocations in a low-rate world”, we discuss how we are positioning our portfolios in the low-interest rate environment that exists today and we highlight some of the new tools that we are rolling out to clients in 2021. Here are

Pre-Election Positioning | October 2020 Webinar Recap

By |2021-05-13T13:44:54-08:00October 20th, 2020|Market Commentary|

Time to Read: 3 Minutes In our most recent webinar titled, “Pre-Election Positioning”, we review where some of our key indicators stand leading into the election and what the election could mean for the markets. Here are the key takeaways: Global recession likely ended this summer, but COVID-19 spread continues without approved vaccine or readily