TIMELY PM UPDATES

BCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect World
Much will be written about the challenges, difficulties, pain and suffering endured by humanity in 2020. We would like to focus on some of the good that came out of last year’s strife: Our Democracy…

From the Desk of the PM: Elation and Reality… Breaking Down the Vaccine News and Market Reaction
Mid-November saw stocks surge on the Pfizer vaccine story. Yet there remain some cold, hard facts.

VIDEO: BCM’s 3Q20 Quarterly Market Update Call with the PM
The third quarter certainly felt a bit calmer in relation to the wild market rides experienced in Q1 and Q2, but important developments remained —a new inflation policy from the Fed…

BCM 3Q20 Market Commentary: Damn the Pandemic! Batten Down the Economy and Full Steam Ahead!
The S&P 500® Index’s 8.5% third-quarter gain was a welcome response to the first half of the year’s histrionics. The quarter had its own volatility as the markets flirted with a 10% correction…

VIDEO: BCM’s 2Q20 Quarterly Market Update Call with the PM
We’ve come a long way since the onset of the Covid-19 crisis and resultant market meltdown in Q1—the S&P 500® Index has erased its losses for the year and the Nasdaq has hit new all-time highs—but we’re far from out of the woods.

BCM 2Q20 Market Commentary: The Best of Times and The Worst of Times…
Covid-19 has had a profound effect on all of our lives and seems set to continue to do so for the foreseeable future. We firmly believe that we will prevail over the virus, but it will take more time than any of us want, and the costs in all facets of life have been—and will continue to be—enormous.

BCM 1Q20 Market Commentary: To V or Not to V, That Is the Question…
The Covid-19 pandemic has set upon the globe with lightning speed and is unlikely to leave us anytime soon. First and foremost, we hope that you, your family and loved ones are well. While the level of disruption that the virus has caused to our daily lives is unprecedented, we wish to offer hope with a healthy dose of realism.

Special Update From BCM Portfolio Manager: Coronavirus and Current Market Conditions
The emergence of COVID-19 and its rapid spread have sparked an exceptional market meltdown and a fundamental restructuring of our daily lives. In this uncertain time, we wanted to provide you with a special video update from BCM’s Portfolio Manager and Managing Partner on the coronavirus and current market conditions.

Changes to the Aggregate Bond Index that Advisors Should Know About: Part Two
Last week, we shared some facts about the Bloomberg Barclays Aggregate Bond Index (BBAB). Outside of the BBAB, there are a few more items that you may want to know about in the corporate bond landscape that may also surprise you and your clients.

From the Desk of the PM – Update on Market Selloff and and Coronavirus Fears
With the sudden drop in the global equity markets, we thought it might be helpful to remind everyone about where we have been, where we are now, and share some helpful source information.
Before we discuss the virus, let’s go back and remind everyone that U.S. large cap stocks, after demonstrating a decade of leadership, may have gotten ahead of themselves from a valuation standpoint.