THE BCM BLOGS

Getting Rich is Hard. Staying Rich is Harder.

by Bo Billeaud on May 14, 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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Fiduciary

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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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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