THE BCM BLOGS

The CARES Act: IRA’s and Employer-Sponsored Plans

by George Holland on April 21, 2020 The All-Weather Investor

The recently passed Coronavirus Aid, Relief, and Economic Security (CARES) Act included some significant items that not only impact small businesses but also have some changes for IRA’s and employer-sponsored retirement plans.

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What’s Next? Keep Your Eyes on the Prize

by Montgomery Gossen on April 14, 2020 The Goals-Based Planner

Now that the initial Covid-19 dust has settled, the world is left on pins and needles…

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Answering Questions

by Bo Billeaud on April 7, 2020 The All-Weather Investor

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 keeping in contact with us. Inquiring

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Client Update

by Bo Billeaud on April 7, 2020 The All-Weather Investor

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 (good and bad) within the economy are typically visible far in advance.

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On Keeping a Clear Head

by Bo Billeaud on March 16, 2020 The All-Weather Investor

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 behavior around stocks makes you wealthy.” Nick Murray   When

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This Too Shall Pass

by Bo Billeaud on March 12, 2020 The All-Weather Investor

“What has been will be again, what has been done will be done again; there is nothing new under the sun.”                                                                    

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Keep Calm and Carry On: The Coronavirus Scare in the Context of Historical Perspective

by Bo Billeaud on March 2, 2020 The All-Weather Investor

Our take on the Coronavirus scare within the context of historical perspective

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We Don’t Call It All-Weather For Nothing

by Bo Billeaud on February 27, 2020 The All-Weather Investor

The bad news seems to just not stop right now . . .

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Can I Get There From Here?

by Bo Billeaud on January 29, 2020 The All-Weather Investor

Can I get there from here?

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What Ultimately Matters

by Bo Billeaud on January 22, 2020 The All-Weather Investor

There is only one question you need to ask…

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