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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August 2009 Investment Commentary

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The stock market enjoyed another positive month, rallying over 7% during July. It has increased over 40% since the market bottom on March 9th. Interestingly enough, it is still down over 35% from the market peak in October, 2007. This illustrates how important it is to avoid the investing “torpedoes”. When your investments decline by…
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July 2009 Investment Commentary

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“Green Shoots”. Ben Bernanke used this phrase once to describe positive signs that the economy is improving (green shoots are those things that come up out of the ground in the spring and soon turn into flowers). It has become one of the most overused phrases since “Where’s the beef?” And in the month of…
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June 2009 Investment Commentary

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There have been signs of good news in our economy and around the world ….signs that the credit crisis is over, that the recession has ended and that the bear stock market is history. The stock market is certainly factoring in a fair amount of optimism. Since March 9th, the Dow Jones Industrial Average has…
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May 2009 Investment Commentary

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I just returned from the annual CFA Conference which was held at a Disney resort in Orlando. It was an incredible 3 days. The conference was attended by Financial Analysts from all over the world. Last year it was held in Vancouver and the next two conferences will be in Boston and Singapore. The 2008…
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April 2009 Investment Commentary

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Last week I attended the annual Wealth Management Conference hosted by the Chicago Society of the CFA Institute. I have attended this conference every year for the past several years and couldn’t help but notice that attendance appeared to be less than half of previous years. This economy has been unkind to many industries. It…
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