Steve Dixon, CFA® CSRIC®

Steve Dixon, CFA® CSRIC®

Working with individuals to manage their portfolios, Steve Dixon takes a long-term, disciplined approach with a bias toward protecting against downside risks. He believes it’s a mistake for any financial professional to think they have all the right answers. He focuses on diversification and making sure Birchwood clients are in a position of not having to react to what’s going on in the markets. Whether the markets are going up or down, Steve strives to establish portfolios that help create a stable path.

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Recent Posts

Navigating the Stock Market Post-Election [Market Insight]

Steve Dixon, CFA® CSRIC®
Nov 15, 2024 12:08:56 PM

Market Insight - November 2024 In the week following the U.S. presidential election, the stock market has taken on the persona of a kid in a candy...

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A Look Back: How We've Managed to Avoid a Recession so Far [Market Insight]

Steve Dixon, CFA® CSRIC®
Sep 18, 2023 11:36:47 AM

Market Insight - September 2023 Late last year I wrote that nearly all signs were pointing to an economic recession in 2023. Noted in my blog were...

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Understanding the Extent of Insurance on Birchwood Client Accounts

Steve Dixon, CFA® CSRIC®
Apr 20, 2023 4:22:15 PM

When Silicon Valley Bank (SVB) failed in March, it grabbed a lot of news headlines and social media attention. Now, as the crisis at that bank (and a...

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Recession in 2023: Will Historical Trends Hold True? [Market Insight]

Steve Dixon, CFA® CSRIC®
Dec 19, 2022 9:52:55 AM

Market Insight - December 2022 Headlines are trending away from inflation as the primary concern of investors toward the threat of an economic...

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Understanding the Current Bond Market [Market Insight]

Steve Dixon, CFA® CSRIC®
Nov 10, 2022 8:02:26 AM

Market Insight - November 2022 Until this year and with just a few minor exceptions, investing in traditional bonds has been a lucrative strategy for...

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Bear Crossing, the Counterintuitive Road Ahead [Market Insight]

Steve Dixon, CFA® CSRIC®
Jul 1, 2022 10:11:36 AM

Market Insight - July 2022 While I do live in an outer ring suburb of Minneapolis, I was surprised to hear that a local police officer had spotted a...

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The Rock of High Inflation and the Hard Place of Weak Economic Growth [Market Insight]

Steve Dixon, CFA® CSRIC®
Mar 30, 2022 3:30:25 PM

Market Insight - March 2022 At least in some respects, it hasn’t been a very happy new year thus far. A new variant of COVID-19 blazed through the...

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A Look Ahead at Ongoing Inflation Concerns [Market Insight]

Steve Dixon, CFA® CSRIC®
Dec 17, 2021 12:02:09 PM

Market Insight - December 2021 For better or worse, the U.S. and other global economies have been supported by ever increasing stimulus from central...

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When Predicting Future Stock Market Returns—Expect the Unexpected [Market Insight]

Steve Dixon, CFA® CSRIC®
Aug 26, 2021 9:54:21 AM

Market Insight - August 2021 Expect the unexpected might be good advice in many areas of our lives. Don’t get too rooted in what you expect to...

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Unraveling the Inflation Conundrum [Market Insight]

Steve Dixon, CFA® CSRIC®
May 14, 2021 7:54:13 AM

Market Insight - May 2021 There are few topics in economics that seem to be as widely misjudged and generate as much head-scratching as inflation. In...

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

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