Commentary

Each month, the BCWM Portfolio Management team publishes an Investment Commentary that examines the latest developments in financial markets and the economy. We filter out the noise and present the information most relevant to our investment strategies and management of our clients’ portfolios.

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April 2009 Investment Commentary

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Last week I attended the annual Wealth Management Conference hosted by the Chicago Society of the CFA Institute. I have attended this conference every year for the past several years and couldn’t help but notice that attendance appeared to be less than half of previous years. This economy has been unkind to many industries. It…
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March 2009 Investment Commentary

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President Barack Obama addressed the joint houses of Congress Tuesday evening, February 24th. The speech outlined his plan for leading our nation out of the economic abyss in which we find ourselves. Without handicapping any likelihood of success his plan might achieve, I took a small degree of pleasure in that Obama at least SOUNDS…
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February 2009 Investment Commentary

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Every once in a while, the thought occurs to me that maybe I should write these Investment Commentaries quarterly instead of monthly. It would be refreshing to only have to publish such gloomy and discouraging comments every three months. Nevertheless, brace yourselves. If you thought it couldn’t get any worse, you were mistaken. In our…
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January 2009 Investment Commentary

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Happy New Year!! Most of you are probably glad to put 2008 behind you….and for good reasons. From a financial standpoint, 2008 was clearly the most volatile, tumultuous, uncertain and painful calendar year in my adult life (I have been able to vote for 36 years). Surely 2009 cannot be any worse, can it? Surely…
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December 2008 Investment Commentary

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As we expected, Barack Obama was elected President of the United States by an overwhelming majority. Obama garnered 365 electoral votes and 53% of the popular vote. In all my adult years of sitting up watching election returns, I don’t ever recall the winner being announced as early as 10pm (CST). In addition, the Democrats…
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