We have been so dour lately (actually this entire calendar year) that some of you may have ceased reading our monthly Investment Commentary. We are confident that the day will come when we will write glowingly optimistic summaries of the global economic conditions and just as optimistic predictions of the future performance of securities markets…..but…
We have had a lot of people ask us what will happen to the stock market and other investments if Obama is elected or if McCain is elected. First of all, we think any sitting president gets way too much credit if the economy is good and way too much blame if the economy is…
Today marks the 27th anniversary of Rich’s career in the investment industry, beginning as a stock broker at the prestigious (but now extinct) firm of Kidder, Peabody & Co. You can learn a lot in 27 years, much of it the hard way. The most valuable trait one can acquire when working on Wall Street…
Brian Hackleman, Compliance Officer Attended a seminar sponsored by the U.S. Securities and Exchange Commission in Chicago, IL. This year’s seminar focused on the compliance deficiencies most frequently identified in examinations conducted during the past year. There was also a special session designed to address the compliance concerns of newly-registered investment advisers. BCWM has a good…
This past month Rich had the opportunity to attend the annual conference of the CFA Institute. This 4 day event, held in Vancouver, BC., included financial analysts from all over the world and venues for future conferences include Edinburgh & Singapore (with Orlando, Boston & Chicago thrown in as well). There are many hotels that…
