Clarity Today, Security Tomorrow, Prosperity for Generations

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...

2019 Year-End Summary

In many ways, 2019 was a fitting end to the 2010s. Many decade-long themes continued: U.S. and tech stock outperformance, gains amid geopolitical tumult, and...

The Three Drivers of Equity Returns

To paraphrase Howard Marks, there is no asset so good that it can’t become a bad investment at too high a price. Our dual investment mandate is to compound...

Social Security Planning for Divorced or Widowed – Case Studies

While the 2016 Social Security law curbed certain claiming strategies, there are still valuable and often-overlooked ways to optimize your benefits. Here,...

BE’s 30-Year Anniversary

July 4, 2019 marked 30 years (!!!) since Peter Burton and Bob Enright’s handshake agreement to form a partnership that lasts until today. Legend has it...

Three-Peat for BEW

For the third year in a row, we are proud to announce our inclusion on the Financial Times’ Top 300 ranking of the country’s top independent RIA...

Tax Planning: Lumping Charitable Contributions

Deduction lumping tries to overcome the higher standard deduction hurdle. By concentrating multiple years of deductions within the same tax year, it’s...

Inherited Savings Bonds: What You Need to Know

It all begins with an idea.

2018 Year-End Summary

Last year reminded everyone that investing is hard. It can be uncomfortable and unpleasant. Market volatility can diminish willpower and...