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Quarterly Commentary
Investing in Europe and in value stocks – or really anything not in U.S. tech – has felt like betting against the winners. Diversification is a recognition that winners change. Which is exactly the point. Diversification isn’t about predicting what will outperform next. It’s about accepting what we don’t – and can’t – know, and positioning portfolios to benefit when fortunes shift, as they inevitably do.
Read moreBEW Named One of Bay Area’s Largest Wealth Management Firms
We're proud to announce that
Read moreDealing with the Taxation of Capital Gain Distributions
In wrapping up your 2017 taxes, you may have noticed that your account produced more taxable income than in previous years. Much of the reason may be capital gain...
Read moreIn sum, everyone should take a moment to appreciate 2017 and pat themselves on the back. As always, the world offered many causes for concern. You overcame skepticism, remained disciplined, and...
Read moreBEW Named Top Adviser by the Financial Times
We are proud to share that the Financial Times named Burton Enright Welch one of its Top 300 Registered Investment Advisers for 2017.
Read moreWhat is a Share Class Exchange?
That ignores the opportunity cost of lost growth. Every year of Isaac’s fee savings is invested. If Isaac earned 7.00% annualized for 30 years and Henry earned...
Read moreSocial Security Full Retirement Age Rises in 2017
For the first time since 2005, the Social Security full retirement age (FRA) will rise in 2017.
Read moreAvoid Home Bias When Investing
Today, a few clicks lets you buy stocks anywhere. With the world's stocks on every menu, investors' have collectively allocated capital according to the cartogram. Yet individually, investors...
Read moreActive Mutual Fund Managers: Top-down or Bottom-up Stock Picking
Here is an excellent video on Seafarer's website that illustrates the bottom-up...
Read moreSeafarer’s Story: How and why we added Seafarer Overseas Growth & Income Fund to our Portfolios
Naturally, Dorian Gray came up in a discussion about emerging market currencies (the connection is obvious right?!). Andrew Foster, founder and portfolio manager of Seafarer Funds, was...
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