Global Economy
The Rising Impact of Inflation on Global Markets in 2024
Risk assessments help businesses avoid pitfalls. It explains how to build a risk-aware culture for growth and stability.
Read moreReplay: 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...
Read moreLesser 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...
Read moreBEW 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...
Read moreTwo 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...
Read moreWhy 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...
Read morePodcast: 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...
Read moreOur 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...
Read moreSecond, 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...
Read moreWatch: 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.
Read moreElection 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...
Read moreWatch: 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...
Read more