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

Overcoming Instincts: Observing Investor Behavior During Market Uncertainty [Market Insight]

Steve Dixon, CFA® CSRIC®
Feb 10, 2021 8:01:32 AM

Market Insight - February 2021 Over the past several years it has become apparent that our older son has inherited my poor eyesight, which was about...

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Stick to Your Long-Term Investment Strategy in Uncertain Times [Market Insight]

Steve Dixon, CFA® CSRIC®
Oct 29, 2020 4:27:48 PM

Market Insight - October 2020 I’ve been a fan of fiction books for as long as I can remember. I especially enjoy books that surprise me and are...

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Staying Connected in a Disconnected World [Market Insight]

Steve Dixon, CFA® CSRIC®
Aug 11, 2020 8:32:29 AM

Market Insight - August 2020 We are all living disconnected lives right now. We are disconnected from each other, from our routines, and from our...

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Long-Term Consequences of Government Stimulus [Market Insight]

Steve Dixon, CFA® CSRIC®
Jun 25, 2020 12:59:03 PM

Market Insight Online Call Series - June 24, 2020 Thank you for joining us for our second in a series of Market Insight online calls. In this week's...

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Why the Economy is not the Same as the Stock Market [Market Insight]

Steve Dixon, CFA® CSRIC®
Jun 12, 2020 9:15:41 AM

Market Insight Online Call Series - June 10, 2020 Thank you for joining us for our first in a series of Market Insight online calls. In this week's...

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Investing in a World Without Certainty [Market Insight]

Steve Dixon, CFA® CSRIC®
May 4, 2020 1:16:15 PM

Market Insight - May 2020 My theology professor at St. Thomas, when asked, “Why do bad things happen to good people?” replied, “So that we are able...

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Riding the Wave of the Coronavirus Market Impact [Market insight]

Steve Dixon, CFA® CSRIC®
Feb 28, 2020 3:05:07 PM

Market Insight - February 2020 As you know, the capital markets have reacted swiftly and severely to the continuing news of a new coronavirus...

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Capital Markets and Laundry Baskets: The Unavoidable Truth [Market Insight]

Steve Dixon, CFA® CSRIC®
Nov 26, 2019 12:05:07 PM

Market Insight - November 2019 A friend of mine was telling me a story about his difficulty in getting his kids to do their chores around the house...

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The Federal Reserve Cut Interest Rates Partly to Boost Inflation, but Will it Work? [Market Insight]

Steve Dixon, CFA® CSRIC®
Jul 31, 2019 1:36:33 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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The Resilient Bull Market [Market Insight]

Steve Dixon, CFA® CSRIC®
May 23, 2019 9:31:15 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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