Bond Yields Are Rising – Should We Be Worried?

Many investors understandably still have some PTSD from the rapidly rising bonds yields of 2022 and the historic bond bear market that ensued. We take the view that for long-term investors, rising yields are not something to be concerned over. Here’s why. First, let’s...

Broadening Diversification in a Global Market

Broadening Diversification in a Global Market For many years, one of the key tenets of BCM’s investment philosophy was an emphasis on U.S. equities, reflecting the belief that many of the world’s best and strongest companies are based in the United States. While that...

Air Strikes, Oil, and Now the “R” Word

The US economy started 2026 on a relatively strong footing, despite AI productivity and labor market fears, uncertainty over FED policy and independence, and geopolitical tensions abounding. Though the markets have reacted only mildly to the developments in Iran (US...

Simple and Effective

Simple and Effective There have been thousands of books written on investing, but the few dozen words that follow sum up most of what you really need to know about investing in the stock market: Simple arithmetic suggests – and history confirms – that the leading...