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A Bird's Eye View Blog

Market Highlights in Charts 2.28.18

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...

Are You Walking Into a TDF Trap?

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...

Market Highlights in Charts 2.26.18

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

Will the US Federal Reserve (FED) Get Bullied Into Making a Policy Mistake?

A Quick History Lesson

Market Highlights in Charts 2.21.18

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

Isn't the Consumer Staples Sector Defensive?

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...

10 Reasons to Change Your Practice to Grow Your Revenue

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...

Market Highlights in Charts 2.14.18

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

Market Highlights in Charts 2.12.18

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

From the Desk of the PM

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?

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

Market Highlights in Charts 2.7.18

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

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...

From the Desk of the PM

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

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...

2018: The State of the Bond Markets Part 3

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...