Our insights
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Real Estate
Why Real Estate Investors May Not Need as Many Bonds in Their Portfolio
A well-diversified real estate portfolio can shift the balance of how much risk a client needs to take in their investment accounts and how much liquidity they truly need.
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 moreBEW Leadership Team Annoucement
I am reaching out today to share the exciting news that
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 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 moreIn 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...
Read moreThe 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...
Read moreSocial 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,...
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