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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...
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...
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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.
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1018 Harding Street,
Suite 104
Lafayette, LA 70503
P: (337) 233-7758
F: (337) 233-9193
info@bcm-advisors.com