Clarity Today, Security Tomorrow, Prosperity for Generations

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...

2020 Year-End Summary

Second, 2020 should humble investors from drawing direct lines from the news or their lives to stock markets. Most expect the market narrative to match their worldview. Often, this...

Watch: Webinar with John Emerson, Former U.S. Ambassador to Germany

We had a fascinating conversation with John Emerson. He provides such a wealth of experience and knowledge, we could have picked his brain for much longer than an hour.

Election Years and the Stock Market: Don’t Play Politics with Your Portfolio

Most everyone is tired of hearing about the election. We are too. Still, considering the event’s significance and our conversations with worried investors, we want to share some...

Watch: Q&A with the Portfolio Managers of the Osterweis Strategic Income Fund

The Fed actions in suppressing interest income is like Aesop’s fable where the wind and the sun try to see who can make a man remove his coat. The sun wins because the harder the wind...