All posts by Billeaud Capital Management

How to Retire with a (Potential) Looming Recession

by Montgomery Gossen on September 17, 2019 The Goals-Based Planner

Consider these tips to keep your retirement goals in check and suppress your pre-recession jitters

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Inverted Roller Coaster

by Erin McMenemon on August 20, 2019 The Behavioral Investor

The yield curve is important, but what do these headline interest rates mean and what drives these numbers?

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Mid-Quarter Economic Update

by Erin McMenemon on July 20, 2019 The Behavioral Investor

BCM sees the increasing possibility of a recession beginning within the next six to twelve months.

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Do You Have the Right Life Insurance?

by Montgomery Gossen on July 9, 2019 The Goals-Based Planner

Too often, permanent life insurance (also called whole life or universal life) is proposed as the best solution without giving any thought to first evaluating what your life insurance needs are

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Another Market Correction

by Bo Billeaud on June 19, 2019 The All-Weather Investor

Stocks have declined by at least 5% from a record close 21 times since the market bottom in 2009.

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The Best College Savings Program Ever!

by George Holland on June 19, 2019 The All-Weather Investor

Whenever a client asks us about setting aside monies for college expenses our first question is: Do you want to have flexibility?

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Should I Delay Claiming My Social Security Benefits?

by Montgomery Gossen on June 19, 2019 The Goals-Based Planner

Should I claim my Social Security benefits now or should I wait until age 70?

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Getting Rich is Hard. Staying Rich is Harder.

by Bo Billeaud on June 19, 2019 The All-Weather Investor

“Why do very bright people risk losing something that’s very important to them to gain something that’s totally unimportant?”

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Keep Your Friends Close, and Your Enemies Closer

by Erin McMenemon on April 16, 2019 The Behavioral Investor

Learn from the old lesson in this study—bad investment behavior is very expensive. 

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Are You a Goals-Based Investor?

by Montgomery Gossen on April 9, 2019 The Goals-Based Planner

By identifying a tangible goal that means something to us, this will only increase the probability of successfully funding that goal because we put more “emotional stock” into something we can relate to versus some arbitrary number.

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