THE BCM BLOGS

When the Dust Settles: How to Have Confidence to Make the Right Financial Decisions

by Montgomery Gossen on November 5, 2019 The Goals-Based Planner

What solution provides the highest rate of return commensurate with the lowest amount of risk?

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Why (GIPS®)?

by Erin McMenemon on October 29, 2019 The Behavioral Investor

Have you heard of (GIPS®) or know what it stands for? Most people haven’t. Read on to see why BCM went through this rigorous, thorough process to gain compliance and verification

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Tax Efficiency in Investing

by George Holland on October 21, 2019 The All-Weather Investor

In our approach to investing, the “tax tail” does not wag the “investment dog”, meaning that we begin our approach to investing with our philosophy…

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BCM’s Future

by Bo Billeaud on October 14, 2019 The All-Weather Investor

What is the future of BCM?

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Make More by Losing Less

by Bo Billeaud on September 24, 2019 The All-Weather Investor

Minimizing the damage done by market declines can have a much bigger effect on long-term wealth than capturing all of the market’s available return.

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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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