How many billionaires are there today in the United States? While there is no definitive count, most estimates put the number at no more than 1,000. Whatever the precise number, given the power of compounding, there should be many times that number of billionaires in...

Charlie Ellis, called Wall Street’s wisest man by personal finance columnist Jason Zweig of the Wall Street Journal, is a renowned investment consultant I have quoted many times.  The thrust of his advice (indeed, he wrote the book on it) is for investors such as us...

A booming economy.  Animal spirits in the financial markets pushing speculative stocks up to unheard of valuations.  Rising inflation pressures pushing bond yields upward.  An overseas war dominating the news cycle… Sound familiar?  The second half of 2020? 2021?...

Everybody knows - 1. Inflation is back. 2. The Fed is going to continue raising interest rates until inflation breaks. 3. Rising energy prices, food prices and interest rates are an economic depressant, but the Fed’s got this.   Here’s what everybody doesn’t know...

This is important, so please read. Remember this chart from our recent blog A Timeless Lesson – Don’t Miss the Forest for the Trees?   Well, there is another chart below that goes along with it.  It is a graphic of the portfolio declines experienced along the...

The events of the last few weeks are certainly unsettling, but unfortunately not unprecedented.  Whether we are talking about Iraq’s invasion of Kuwait, the start of the Korean War, the Cuban Missile Crisis, or Pearl Harbor, a similar pattern of reaction in the...

BCM produces a quarterly fact sheet that measures the collective progress of clients invested in our All-Weather Balanced strategy.  On the surface, it is a benchmark, measuring stick or standard for evaluating performance of the strategy.  However, it is so much...

The sky is (still) falling! No, really, it is. Just look around. Political discord, Covid, rising inflation, ever growing spending and federal debt levels, geopolitical threats from China and Russia. Did I miss anything? Oh yeah, Islamic Jihad. With all of these...

Here at BCM, we put a lot of focus on our All-Weather Balanced allocation. This flagship portfolio broadly holds 60% stocks, 30% bonds and 10% gold. We also offer, however, a more conservative option as well as a pedal-to-the-metal growth option. The Conservative...