All Thoughts

BCM Pillars of Investment Success

By Jonas Lowery, CFP®

Several years ago, we formulated a few investment principles that defined our approach to the investment markets. In revisiting this particular flyer from years past, I was struck by just how relevant they continue to be. While...

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Should I Diversify Between Financial Advisors?

By Jonas Lowery, CFP®

Diversification. Harry Markowitz (a Nobel Prize-winning Economist) called it “the only free lunch in investing”. Why, then, when clients ask if it’s wise to have multiple financial advisors, do we recommend against diversifying...

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A Few Random Investment Thoughts

By Joseph "Bo" Billeaud

The Importance of having a Long-Term Time Horizon “It is just appalling the nerve strain people put themselves under trying to buy something today and sell it tomorrow. It’s a small-win proposition. If you are a truly long-range...

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A Few Simple Thoughts

By Joseph "Bo" Billeaud

In 1950 – to pick a year at random -the S&P 500 index stood at 16.66. Today it stands at 4155.86. That is an increase of 24,845%, and that’s before dividends are included. How could anyone have possibly lost money during...

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Preserving Your Wealth During the Next Disaster

By Montgomery Gossen

As we eagerly await the close of 2020, there are hardly enough fingers to count the bizarre and taxing events endured over the last 11 months.  Whether a presidential election, stock market crash, stock market revival, political...

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Ignore Everything

By Joseph "Bo" Billeaud

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   I read a really good blog post today, written by financial planner...

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The Enduring Value of a Goals Based Approach

By Jonas Lowery, CFP®

Last night, as I read a bedtime story to my kids, I noticed within it a particularly grown-up lesson. It told the story of two large stones sitting on the side of a hill, perfectly content with their view of the valley below....

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Why GIPS®?

By Erin Despot McMenemon, CFA®

Have you heard of (GIPS®) or know what it stands for? Most people haven’t. Read on to see why BCM went through this rigorous, thorough process to gain compliance and verification. Billeaud Capital Management, LLC (“BCM”) claims...

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Are You a Goals-Based Investor?

By Montgomery Gossen

Ditch the Carrot and the Stick. The first U.S. stock index was unveiled in 1896 by journalist Robert Dow and today it is widely known as the Dow Jones Industri­­­­al Average, or simply “The Dow.” Dow thought of his average as a...

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