BCM Advisors—A Better Approach to Your Wealth Management
Risk Managed. Goals Achieved. Wealth Realized.
At BCM Advisors, we work with client and family households with $500,000 or more of investable assets, seeking to partner with a team of trusted advisors focused on protecting and growing wealth generationally through a thoughtful approach.
- Insurance and Risk Mitigation- Generational Wealth Transfer- Capital Preservation Strategies
- Retirement Strategies- Cash Flow and Debt Management- Cost/Benefit Analysis
- Portfolio Management- Stock Option Strategies- Portfolio Stress Testing
Everybody wants to teach their kids the most important and valuable things in life. Money management is an essential life skill that is important at all ages. Whether you are a child or well into your retirement, there are important money skills that you can develop along the way to help you achieve financial success.
The turning of the calendar from April to May marks approximately 480 calendar days from the S&P 500’s previous high. During this time, stocks have lived in bear market territory for more than half of those days. To add insult to injury, bonds suffered a similar fate as the Federal Reserve has waged a monetary policy war against inflation.
Do I Need to Establish a Trust? Three Guidelines to Help
From time to time, we get calls from clients asking about trusts and if they should be incorporated into a financial plan. While these vehicles can be a sophisticated tool for transferring assets, they can come with high costs and added complexity.
“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