THE BCM BLOGS

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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Yesterday’s Stock Market (10/10/18) – Don’t Lose Focus

by Bo Billeaud on October 11, 2018 The All-Weather Investor

Drops like yesterday’s 4% decline can be unnerving for someone who is heavily invested in stocks, with little or no diversification. The research firm Schroders put out a piece last night putting yesterday’s drop in perspective…

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Lagniappe – Just a little bit extra!

by George Holland on October 2, 2018 The All-Weather Investor

la·gniappe (noun) something given as a bonus or extra gift. Although we would not define the information below as a “gift” we do hope that these brief reminders shed some light on often overlooked or forgotten items many of our clients have on their to-do list.

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The Power of Habit

by Erin McMenemon on September 25, 2018 The All-Weather Investor

Expanding our content allows people to write about a wider range of topics like financial planning, current events, human behavior, and individual interests. This piece below is an example of this wider scope and is a book review from one of our Investment Advisors, Erin McMenemon. I hope you enjoy it and let us know if there is something you would like to hear more about.

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Don’t Peek

by Bo Billeaud on September 18, 2018 The All-Weather Investor

Quick, without looking, what happened (financially) on August 6, 2011? No one today seems to remember. But judging by the news coverage at that time, you might have thought that the end of the financial world was at hand…

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We Don’t Need No Stinkin’ Bonds – Revisited

by George Holland on September 11, 2018 The All-Weather Investor

Considering the recent price declines in bonds due to rising interest rates, we thought this would be a good time to revisit the subject. We know this is a lot of info to digest, but it is important for us that you know some of the why behind what we are doing.

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Then There’s that Economy Thing…

by Bo Billeaud on August 29, 2018 The All-Weather Investor

It’s been said that business expansions do not die of old age. Rather, they are typically (and inadvertently) murdered by an overactive Fed. Since interest rates bottomed in 2015, the Fed has moved to raise rates six times. Furthermore, they have publicly stated that there are likely two more rounds of increases scheduled for this year.

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