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Planning with BCM

Risk Managed. Goals Achieved. Wealth Realized.

At BCM, we work with financial planning and advisory clients who have $500,000 or more of investable assets, seeking to partner with a team of trusted advisors focused on protecting and growing wealth through a thoughtful approach.

Our Services

Asset and Income Preservation

Asset and Income Preservation

- Insurance and Risk Mitigation
- Generational Wealth Transfer
- Capital Preservation Strategies

more about the team
Wealth Optimization

Wealth Optimization

- Retirement Strategies
- Cash Flow and Debt Management
- Cost/Benefit Analysis

more about your plan
Investment Planning

Investment Planning

- Portfolio Management
- Stock Option Strategies
- Portfolio Stress Testing

more about the all-weather approach

LATEST BCM INSIGHTS

A Disaster in Real Time, an Opportunity in Retrospect – Addendum

Last week, after we put out the blog titled A Disaster in Real Time, an Opportunity in Retrospect, a retired client pointed out that it would be useful to get further perspective on the historical record of market downturns.

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A Disaster in Real Time, an Opportunity in Retrospect

Let’s climb into the Way-Back machine.

First stop – September 1974.  What were the then news headlines?  There were many, but probably the most impactful one was the resignation of Richard Nixon as part of the Watergate scandal fallout. 

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Down But Not Out

As we endure another downside move in the current bear market in stocks, there are some technical analysis terms that come to mind:  Bottoming and Bear Market Traps.

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“Money’s greatest intrinsic value—and this can’t be overstated—is its ability to give you control over your time.”

- Morgan Housel

“The hardest work in investing is not intellectual; it’s emotional. Benign neglect is, for most investors, the secret of long-term success.”

- Charley Ellis

“The single greatest edge an investor can have is a long-term orientation.”

– Seth Klarman

 “A good idea, a long-term perspective, and the creativity to implement a strategy to profit from your insight are necessary to prosper in finance.”

– Leon Levy

“The most important investment you can make is in yourself.”

– Warren Buffet

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