THE BCM BLOGS

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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Low Volatility—Highly Valuable

by Erin McMenemon on March 25, 2019 The Behavioral Investor

If you thought last year was bumpy—you would be exactly right about the 4th quarter. The 4th quarter of last year delivered a dramatic loss of 14% for the S&P 500 Index.

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2 Sides of the Street: Fiduciary Duty vs. Suitability Standard

by George Holland on February 20, 2019 The All-Weather Investor

You may not have noticed but, in our world of providing investment advice, there has been quite a discussion over the last nine years regarding how investment professionals conduct themselves on behalf of clients…

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Measure Twice & Cut Once

by Montgomery Gossen on January 22, 2019 The Goals-Based Planner

Precision and care are needed to make wise decisions and preventing irreversible, costly mistakes. There is nothing worse than feeling like you came up a little short, so would you take the same approach when planning your retirement?

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ENOUGH – How much is too much?

by Erin McMenemon on January 22, 2019 The Behavioral Investor

Investors are soaking in the daily headlines and reading more in the news and on social media about what is happening in the financial markets. I would like to argue that from a behavioral decision-making perspective, this can have some negative consequences…

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Working The Plan

by Bo Billeaud on January 15, 2019 The All-Weather Investor

Last year was difficult for virtually all investors worldwide. Indeed, as our 4th Qtr. report illustrated, 2018 was the first year since 1969 that all of the major asset classes declined in value. The WSJ recently reported that the average domestic stock fund declined by roughly 8% last year while the average global fund declined by 14%…

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