Clarity Today, Security Tomorrow, Prosperity for Generations

The Bear Market and Future Returns

Crashes always feel like opportunities in retrospect and like risks in the present. Because the day-to-day...

Tech Stocks vs. the Fed

With low rates, investors prefer stories about the future over earnings today. When rates rise, investors begin to prefer earnings today over stories about...

Investing in Bonds

It was the worst three month stretch for bonds since 1980. The Bloomberg Barclays Aggregate bond index fell 6%. The index yields about 2.5%, meaning it lost...

Replay: Webinar with Former U.S. Ambassador to Germany

We enjoyed a fascinating conversation with John Emerson, Vice Chairman of Capital Group and former U.S. Ambassador to Germany. Here are some...

Replay: Webinar with Tony Coniaris of Oakmark Funds

We find it fascinating to hear Tony describe how much process, consideration, and analysis goes into building Oakmark portfolios. We encourage everyone who...

2021 Year-End Summary

Lesser challenges have derailed past bull markets. And yet, we’re thirteen years into the post-Great Recession uptrend. All but three of those years have...

BEW Webinar with David Polak of Capital Group

David then unpacked how 2021 has affected his views on China (made him more wary), taking us through how the government approaches which sectors to support and which to regulate. He...

BEW Trip to Napa

Two years after our last firm social gathering, in September we took a half-day adventure to the ONEHOPE Winery in Napa Valley. With so many new faces here, it was great to break out of...

Why Everyone Needs an (Up-to-Date!) Estate Plan

An up-to-date estate plan goes beyond just trying to minimize taxes and expenses. At its core, estate planning ensures that your assets transfer to whom you want and that the right...

Podcast: Ben Peters Discusses His Journey to BEW

Today, Ben Peters is a Lead Advisor and Principal at Burton Enright Welch, as well as BEW’s Chief Compliance Offer. But his career journey was far from typical. He was recently featured...

BEW Leadership Team Annoucement

I am reaching out today to share the exciting news that

Our Approach to Rebalancing: A Case Study

March 2020 offers an excellent case study for how BEW rebalances client portfolios. Studies demonstrate that rebalancing systems drive significant long-term value. March 2020 was a strong...