Informed Decisions Drive Better Outcomes

Understanding Tax Loss Harvesting

While down markets are unwelcome, they provide opportunities to use trading strategies to add to after-tax returns.

The Stock Market Does Not Equal The Economy

The relationship between the economy and stock market is not as strong as many expect. Economic data is backward-looking; it uses what has already happened...

What Is a Mutual Fund?

At the heart of our process are the tools we use. Most are mutual funds. In discussions, we often gloss over this fact and cut straight to how the funds are...

BEW Honored by the Financial Times for Second Year in a Row

BEW Named One of Bay Area’s Largest Wealth Management Firms

We're proud to announce that

Dealing 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...

Our Approach to Bitcoin

Blockchain appears to be a wonderful technology that may eventually yield tremendous economic and societal value. No matter how Bitcoin’s story unfolds, it will be an interesting study in FOMO,...

2017 Year-End Summary

In 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...

BEW 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.

What 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...

Social Security Full Retirement Age Rises in 2017

For the first time since 2005, the Social Security full retirement age (FRA) will rise in 2017.

2016 Year-End Summary

"Anyone who isn't confused doesn't really understand the situation." -Edward R. Murrow