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Market Highlights in Charts 2.28.18

February 28, 2018

1. In yesterday's Congressional testimony, new Fed chairman Jerome Powell spoke positively on growth, saying that “some of the headwinds the US economy faced in previous years have turned into tailwinds.” He also addressed concerns about negative spillover effects to the economy from the recent spike in market volatility. Despite continued assurance of a “gradual increase” in policy interest rates, bond and stock prices were sharply lower ...

Are You Walking Into a TDF Trap?

February 27, 2018

Few investment products currently garner more attention than target date funds. Launched 30 years ago, TDFs are the most common qualified default investment alternative used in 401(k)s today, and they claim a sizable portion of the average investor's retirement portfolio.

Market Highlights in Charts 2.26.18

February 26, 2018

1. Too much of a good thing? We know how the last two ended...

Market Highlights in Charts 2.21.18

February 21, 2018

1. Has it really been only 7 weeks since the beginning of the year?

Isn't the Consumer Staples Sector Defensive?

February 20, 2018

In the past, the Consumer Staples sector has had a reputation for providing investors with the best of both worlds: market-like returns and defensive characteristics. This reputation is well deserved—during the 10 years starting 12/31/2007 and ending 12/31/2017 the Consumer Staples sector outperformed the S&P 500® Index by roughly 1.5% annualized with a maximum drawdown of 27.4%, ...

10 Reasons to Change Your Practice to Grow Your Revenue

February 15, 2018

Every investment advisor has to make a choice when running a financial advisory practice: Do I manage my client’s investment portfolios myself or do I hire someone to do it for me? Almost every broker-dealer we work with has asked us to address this topic due to rising compliance concerns, but I’ve chosen to do it for a different reason: you the advisor.

Market Highlights in Charts 2.14.18

February 14, 2018

1. A trillion here, a trillion there... pretty soon we are talking about real money!

Market Highlights in Charts 2.12.18

February 12, 2018

1. So far, all this correction has done is remove the excessive (parabolic) January gains.

From the Desk of the PM

February 9, 2018

The following memo was sent on Friday evening, February 9th at the end of last week's market action and volatility to BCM's current clients.

Is Your Investment Manager Only Doing Half the Job?

February 8, 2018

Do you own or use mutual funds, passive ETFs or strategic SMA managers?

Market Highlights in Charts 2.7.18

February 7, 2018

1. Stating the obvious... Monday's price moves were a shock. Also, they were a record spike in volatility.

Four Tips from the DOL on Selecting Target Date Funds

February 6, 2018

As target date funds continue to expand in usage and popularity, we wanted to point out four things you might have missed in the 2013 Target Date Retirement Funds DOL memo, which also address what exactly the DOL wants out of a QDIA.  

From the Desk of the PM

February 5, 2018

The following memo was sent on Monday evening, February 5th at the start of this week's market action and volatility to BCM's current clients.

Market Highlights in Charts 2.5.18

February 5, 2018

1. What (finally) spooked the markets?  After years of benign wage growth, a solid up-trend has emerged. With all the QE and monetary stimulus still in the system, suddenly the Fed has to deal with the threat of inflation from wage growth.

2018: The State of the Bond Markets Part 3

February 1, 2018

In our last post for the 2018: The State of the Bond Markets Part 2 report, we reviewed where the U.S. economy stands as well as quantifying the government's total debt outstanding. The monetary stimulus that has been injected into our economy is larger than anything tried before, and we expressed our concerned that any hint of inflation may cause interest rates to rise rapidly due to this monetary stimulus leftover in the system.