Steve Dixon, CFA

Steve Dixon, CFA
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

Steve Dixon, CFA
Jul 31, 2019 2:36:33 PM

Market Insight - July 2019 On February 4th, 1994, then Federal Reserve Chair Alan Greenspan announced a change to the targeted level for short-term...

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Steve Dixon, CFA
May 23, 2019 10:31:15 AM

Market Insight - May 2019 If the bull market of the 1990’s can be referred to as the “Raging Bull”, the current bull market (a period of rising stock...

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Steve Dixon, CFA
Feb 13, 2019 11:20:38 AM

Market Insight - February 2019 If you ever doubted the influence that central banks, particularly the U.S. Federal Reserve, have over financial...

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Steve Dixon, CFA
Nov 15, 2018 9:44:59 AM

Market Insight - November 2018 As we approach the end of the year, our sights turn to 2019 and beyond and how the future may unfold given what we...

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Steve Dixon, CFA
Aug 23, 2018 3:21:29 PM

By now, the myth that responsible investing requires an investor to sacrifice returns in order to have their values reflected in their investment...

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Steve Dixon, CFA
Aug 6, 2018 10:12:50 AM

Market Insight - August 2018 The global economy is built on expectations. Understanding and evaluating different potential outcomes underlie how we...

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Steve Dixon, CFA
May 23, 2018 12:31:00 PM

May 2017 You’ve likely heard the classic investment mantra to sell in May and go away, meaning to sell your stocks and avoid being invested in the...

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Steve Dixon, CFA
May 16, 2018 12:23:00 PM

Gender equality in the workforce is not a new topic, but one that requires persistent discussion and influence in an effort to close the gap that...

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Steve Dixon, CFA
May 8, 2018 3:37:00 PM

Market Insight - May 2018 It has been quite some time since the phrase “cash is king” has been uttered. In general, the idiom has been used to make...

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Steve Dixon, CFA
Feb 9, 2018 3:43:00 PM

Market Insight - February 2018 I’m sorry that my letter happens to be delayed this quarter. While finishing a first draft, the stock market reminded...

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