Advisor Commentary

Advance Child Tax Credit

With July 15th quickly approaching, many Americans have questions about how the Child Tax Credit payments will operate. First thing to...

Post Election: Where do we go from here?

Sticking with your investments through the election was a difficult task. But, now that the election is over, what should you do next?

Dr. Robinhood or How to Stop Worrying and Love the Plan

Tips on how to Invest when you are Young, written by someone Young!

Presidential Elections & Stock Market Returns: The Evidence is Overwhelming

The US Presidential election is quickly approaching. How does that affect your financial plan?

Stimulus in the Economy

What does Federal Stimulus mean for investments?

Stick With the Plan Pt. 2

A little over two months ago we posted a video encouraging everyone to stick with your plan. A lot has happened since then. Eric...

Is Your Advisor “Swimming Naked”?

What makes a good financial advisor? How do I select one?

COVID–19: New SBA Loans for Small Business

The COVID-19 pandemic has upended all aspects of life around the world, including the world of business here in the U.S. There is still a...

Stick With The Plan

Please check out this short video published by BWM Founder and Senior Advisor, Eric Burkholder. He discusses the importance of sticking...

The Reason You Own Bonds

There is one headline you probably will not see today: Investment grade bonds are up over 4% so far in 2020. If you have ever wondered...

Fear is Contagious

The world equity markets are currently experiencing steep losses due to concerns over the ongoing Coronavirus outbreak. There is much...

8 Highlights of the SECURE Act that May Affect You

As has become usual practice, Congress passed some meaningful tax legislation as it recessed for the holidays. In one of the new...