THE BCM BLOGS

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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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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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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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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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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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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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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