by Jonas Lowery, CFP® | Oct 1, 2026 | Blog
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...
by Jonas Lowery, CFP® | Sep 3, 2026 | Blog
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...
by Jonas Lowery, CFP® | Mar 27, 2026 | Blog
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...
by Jonas Lowery, CFP® | Aug 13, 2025 | Blog
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...
by Jonas Lowery, CFP® | Dec 4, 2024 | Blog
The Federal Reserve announced it is ‘leaning’ towards another interest rate cut in December, making the third cut in 2024. This has led to an abundance of financial media headlines like “3 Smart Moves For Investors After the Fed’s Interest Rate Cut.”1...