As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and...
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of...
March 13, 2023 BWM Commentary on Bank Closures Sunday evening Secretary of the Treasury Janet L. Yellen, Federal Reserve Board Chair Jerome H. Powell, and Federal Deposit Insurance...
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Yesterday, Mitch McConnell instructed Senate Republicans to block debate (via filibuster) of the bill to increase the debt ceiling, sending the markets into decline today. Without...
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
Values Based Investing, often referred to as Socially Responsible Investing (SRI), is a form of investing where investments must pass screens for significant personal values...
Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from...
The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working from home, and tried...