Blog Post by Jeff Brown
Jeff BrownFebruary, 2022
Adjusting Allocations as Markets Shift
Time to Read: 6 Minutes In a recent webinar, we discussed our market outlook for 2022, ...
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Jeff BrownOctober, 2021
Reducing Duration and Interest Rate Sensitivity in Our Tactical Portfolios
Time to Read: 9 Minutes Last week, BWM Financial continued to reduce interest rate risk ...
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Jeff BrownOctober, 2021
How ESG Investing Aligns Your Values with Your Portfolio
Time to Read: 5 Minutes ESG is one of the fastest-growing themes within the investment ...
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Jeff BrownAugust, 2021
Cycle Composite Warns of Trouble Ahead: What Investors Should Know
Time to Read: 8 Minutes During our recent webinar, we discussed the Ned Davis Research ...
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Jeff BrownJune, 2021
Residential Real Estate is Looking a Bit Bubbly—Here’s Why
Time to Read: 7 minutes At BWM Financial, one of our key rules to investing is don’t ...
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Jeff BrownApril, 2021
Conflicting Signals – What to Make of Extreme Optimism and a Strong Trend
Time to Read: 8 minutes At BWM Financial, we believe you can assess how the market should ...
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