As industry regulations change and evolve continuously, BCWM stays informed about such changes and their implications. For instance, the relatively recent emergence of social media has necessitated regulators address how registered investment advisers should use these tools in compliance with the spirit and letter of existing regulations. Here are some of the most recent actions…
If you'd like to view our professional profiles or connect with any of us at Linkedin, we welcome you to do so. Our industry's compliance rules do not allow us to make or post recommendations. Any recommendations posted for one of the BCWM professionals will not be displayed on the company or individual profiles. The Boyer…
Skype breaks down barriers to communication via free video conferencing, phone calls and messaging. With an Internet-connected device, families, friends and colleagues can get together for free with messaging, voice and video. Founded in 2003 and based in Luxembourg, Skype can be downloaded onto computers, mobile phones and other connected devices for free at www.skype.com. If…
This is written a little later than usual. The alleged deadline for Congress to raise the debt ceiling was August 2nd, so I didn’t want to write an investment comment on August 1st with potentially significant news coming out the next day. After the debt ceiling was raised, investors discovered all sorts of other things…
Thirty years ago today (July 1st) I got my start in the investment industry as a stockbroker at a firm called Kidder, Peabody & co. I was reminded of that today when I walked into the office and there were signs and balloons (30 of them) congratulating me for… surviving? Technically I think they were…
