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...
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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...
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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...
60
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...
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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®...
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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);...
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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...
40
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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jordan950832
- Nov 17, 2022
- 1 min
What is happening to Crypto?
Eric and Jordan discuss the recent developments in the Crypto market and how this impacts your financial plan. This story is still...
40
jordan950832
- Nov 15, 2022
- 1 min
How important is yield?
Yield is the income generated from a portfolio, either from interest or dividends. It is extremely popular among investments, but...
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jordan950832
- Nov 11, 2022
- 1 min
BWM Investment Philosophy Overview
In the first of a series of videos on investment philosophy and strategy, Eric and Jordan give a high-level overview of how we invest and...
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jordan950832
- Nov 10, 2022
- 1 min
3rd Quarter 2022 Market Update
2022 has been a wild ride for the markets. In this video, Eric and Jordan discuss and review what has been happening in the market and...
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