Commentary

Each month, the BCWM Portfolio Management team publishes an Investment Commentary that examines the latest developments in financial markets and the economy. We filter out the noise and present the information most relevant to our investment strategies and management of our clients’ portfolios.

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A Lot of Noise for Nothing

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You’re standing at the front of the line as the previous riders come gliding back into the boarding station. You saw them depart a few minutes earlier, a look of calm hiding their anxiety. And now you see them return, wild-eyed, frightened and relieved to have the ride behind them. Some of them vow to…
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That was the DEAL!

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You may have seen this commercial on television. It is sponsored and paid for by AARP (American Association of Retired Persons). I don’t remember all the details of the commercial... just that it featured a series of senior citizens each imploring the viewer to contact his/her congressional representative for the purpose of making NO changes…
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¡TOMA LA CALLE!

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I was driving in downtown Topeka a couple of weeks ago and as I was crossing 7th Street on Kansas Avenue, I saw young ladies, one on the left corner and one on the right corner, holding up large placards. One sign said something about corporate greed and the other declared membership in the club…
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Paying Your Fair Share

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Wealthy people have been getting bashed pretty regularly lately... even by themselves. Warren Buffet gave President Obama extra fuel for higher taxes by admitting his “secretary” pays taxes at a higher rate than he does. Rest assured she doesn’t actually pay more tax than Buffet, she just pays at a higher rate because virtually all…
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September 11

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It was mid-afternoon and I was in Mrs. Rawlings fourth grade class. I don’t recall if there was an announcement over the school speaker or if Mrs. Rawlings told us directly, but we were informed that our school was closing for the day and we were all instructed to go home. Walk home I guess.…
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