THE BCM BLOGS

Santa’s List: Naughty or Nice?

by Erin McMenemon on December 18, 2018 The Behavioral Investor

As grown ups, you may not have an “Elf on a Shelf”, but we do need to realize that accountability and “good behavior” are the number one driving factors to optimal returns in your investment accounts.

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What’s Wrong, Warren?

by Bo Billeaud on December 4, 2018 The All-Weather Investor

Were you an investor in the late 1990’s? If you weren’t, let me tell you, it was really wild. As internet and dot.com stocks were being rolled out almost daily, the frenzy for any-and-everything-tech knew no bounds…

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Post Mid-Term Elections Commentary

by George Holland on November 27, 2018 The All-Weather Investor

We know that the financial markets and the economy have thrived over the years no matter who controlled the White House. So, it should not be a surprise that, while which political party controls Washington politics is not unimportant, there are bigger forces at work that help shape the overall financial and economic experience of our country.

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Assessment: Are You Prepared for Retirement?

by Montgomery Gossen on November 20, 2018 The Goals-Based Planner

Will I Be OK? How do you answer that? How do you know if everything is in order for your retirement? Well…it can be complicated; and the answer is never a one-size-fits-all solution…

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FOMO to JOMO

by Erin McMenemon on November 13, 2018 The Behavioral Investor

Has anyone ever heard the term “FOMO” or the phrase “I have a serious case of FOMO”? It stands for the “Fear Of Missing Out” and this emotion has become more and more widespread with increased use of social media…

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The Behavioral Investor: Bridging The Gap For Clients

by Erin McMenemon on November 7, 2018 The Behavioral Investor

Behavioral finance is a sub-field of economics that combines traditional economics with the psychology of how humans make financial decisions. The purpose is to identify and understand WHY people make certain financial choices…

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The Goals-Based Planner: Orientation

by Montgomery Gossen on November 7, 2018 The Goals-Based Planner

Goals-Based Planning is the practice of establishing your financial objectives by examining what is important to you. Once you are able to define what is important to you, you will be able to cater your financial decisions accordingly…

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Here We Go Again (Take 23)

by Bo Billeaud on November 6, 2018 The All-Weather Investor

These last few weeks have been brutal for the world of stocks. During October alone, the S&P 500 stock index dropped by nearly 7%, wiping out all YTD gains. A typical diversified portfolio, holding 60% stocks and 40% bonds fell by roughly 4.75%. No matter how you look at it, ouch. Is that really a big deal, or unusual?

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The Tortoise and the Hare

by Bo Billeaud on October 23, 2018 The All-Weather Investor

A newly-released book, Muscular Portfolios, written by journalist Brian Livingston, dissects one of Warren Buffets secrets to long-term investing success…

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Late Cycle Investing – Does Anybody Know What Time It Is?

by Bo Billeaud on October 16, 2018 The All-Weather Investor

While it is not possible to know exactly when this economic expansion will peak, it is possible to know whether or not we are early or late in the game…

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