Should you consider using an HSA?
Many people don't utilize an HSA, even if they qualify. Eric and Jordan discuss the common misconceptions and address the benefits of...
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jordan950832
- Mar 18
- 1 min
What Happened to SVB & Signature Bank?
Eric and Jordan discuss what is happening in the regional banking sector, how it might be affecting you, and what you can do to better...
380
jordan950832
- Feb 24
- 1 min
BWM Market Update - Feb. 2023
Eric and Jordan discuss what's happening in the market as 2023 begins. Diversification and discipline still are the foundation of a...
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jordan950832
- Feb 16
- 1 min
Q&A with Christina Moore
A quick video Q&A with our new Director of Client Service & Operations. Get to know Christina today!
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jordan950832
- Jan 10
- 1 min
Market Recap - 2022
In this video, Eric and Jordan discuss what happened in the markets in 2022. We talk performance, major market news, BWM portfolios, and...
480
jordan950832
- Dec 16, 2022
- 1 min
What do good financial advisors do to help you finish the year out strong?
Having a financial advisor is a great way to keep on the right track towards your financial goals. In this video, Eric and Jordan discuss...
371
jordan950832
- Dec 13, 2022
- 1 min
Largest COLA adjustment to Social Security in 40 years!
The Federal Government recently announced an 8.7% COLA adjustment on Social Security for 2023. That is the biggest adjustment in 40...
90
jordan950832
- Dec 8, 2022
- 1 min
Does Size Matter?
In our latest video, Eric and Jordan discuss the role that size plays in selecting equity positions. Specifically, we discuss whether or...
130
jordan950832
- Nov 28, 2022
- 1 min
The CFA® Difference
Burkholder Wealth Management has a unique process for managing investments based on the Chartered Financial Analyst® approach. The CFA®...
150
jordan950832
- Nov 22, 2022
- 1 min
Financial Planning the BWM Way
Along with a personalized approach through a CFA® background, Burkholder Wealth Management is also a Registered Investment Advisor (RIA);...
100
jordan950832
- Nov 21, 2022
- 1 min
BWM Investments: The Value Premium
In the second video in our series on Investment Philosophy, Eric and Jordan dig into the "Value Premium." Value investing is a core...
70
jordan950832
- Nov 21, 2022
- 1 min
Market Update - November 2022
Midterms, Inflation, Retail Spending and more in this market update from Burkholder Wealth Management. Eric and Jordan discuss what is...
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