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


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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