The Enduring Value of a Goals Based Approach
Last night, as I read a bedtime story to my kids, I noticed within it a particularly grown-up lesson. It told the story of two large stones sitting on the side of a hill, perfectly content with their view of the valley below. One day a bird comes along, and the stones ask the bird, “What’s on the other side of the hill?” The bird tells them of the beautiful, expansive mountain views and grand cities and castles, and the stones become very sad…
Why You are NOT Earning as Much as the Market—and How to Fix It
Every year, two firms (Dalbar and Morningstar) analyze how investors perform compared to how the actual investments (markets) perform. Is there need for comparison? If the S&P 500 went up 10%, my account should ALSO be up 10% right? Well—turns out—not really....
Moving from Cash to Investing
When is the best time to plant a tree? In Montgomery’s last blog The Cost of Sitting in Cash, he pointed out the clear evidence that, for long-term investors, the best time to invest is now, and there can be a real cost to sitting in cash. As some clients have asked...
The Cost of Sitting in Cash
As of March 31st, 2020, the amount of money invested in cash reached an all-time high, registering $3.09 trillion, 88% higher than cash investments in 2008. It appears that investors are skittish on the financial markets and the economy - but at what cost? Aside from...
Let’s See Your Cards – How Local Investment Management Firms Stack Up
Now here is something we hope you really like. In 2019, the SEC released a new set of standards called Regulation Best Interest. These standards, on a two-page document called a Form CRS (click here to see ours), require all investment management firms to provide...
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...
Buried Treasure? A Website That Helps Find Lost Money
Like socks and pens, money gets lost too. From gift cards to security deposits to old checks, it is hard to know how much money goes AWOL over time. To help solve this issue, Louisiana has released a new website to help citizens track and claim lost property. Find...
Want Investment Success? Diversify Economically
How do you have a successful investment experience over the course of your lifetime? Over the last six months, the stock market has rocked and rolled leaving many to question the fate of their portfolio’s future.
What’s Next? Keep Your Eyes on the Prize
Now that the initial Covid-19 dust has settled, the world is left on pins and needles, begging the question – what will happen next? Where can we expect the financial markets to go? Will they bounce back, sit sideways or go down even further? While we all hunt for...
ABOUT US
BCM Advisors, LLC is an independent investment advisory firm focused on risk-managed, balanced portfolios, with a goal of successful capital growth and wealth preservation.
CONTACT US
1018 Harding Street,
Suite 104
Lafayette, LA 70503
P: (337) 233-7758
F: (337) 233-9193
info@bcm-advisors.com