There’s an election coming!

Get ready for the fearless forecasts to start flying. “Every day, investors have to snowshoe their way through a blizzard of propaganda, misinformation, and incomplete and incorrect data. If you respond reflexively to that noise, you’ll do nothing but trade until you...

A Bedtime Tale – Three Little Truths

1) Investing Requires Taking Risks Nothing is risk-free. Even passbook savings and bank CD’s carry their own special kind of risk. It’s tough to live off of your interest payments in a 0% interest rate world. Investment success depends on recognizing and controlling...
Client Update

Client Update

Client Update Monday, March 23rd, 2020 The U.S. economy is a $22 trillion behemoth.  Like an extremely large ship, it takes a lot to change its speed and direction.  Those adjustment usually can’t turn on a dime.  Under normal economic conditions, the signs of change...

Answering Questions

This morning, I was asked by one of our clients two very important and good questions.  After I replied, I thought that others might have the same concerns, so below is our back and forth.    Bo, Hope all is well. First, I would like to acknowledge Montgomery for...
Client Update

On Keeping a Clear Head

Nick Murray is the advisor’s advisor.  I’ve recently been rereading some of his writings, which have been relevant, and remain so, especially today.  And by the way, this applies to all – obviously including us here at BCM. Stocks won’t make you wealthy. Your...