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
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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Steve Dixon, CFA
Nov 2, 2017 3:53:00 PM

Market Insight - November 2017 Defying the expectations of many market pundits, the stock market has continued higher in a nearly unchecked rise in...

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Steve Dixon, CFA
Aug 3, 2017 10:24:00 AM

Market Insight - August 2017 Investing is and has always been a balancing act of contradictions. President Harry Truman complained that he wanted...

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Steve Dixon, CFA
Apr 27, 2017 4:39:00 PM

Market Insight - April 2017 The first three months of the year have proven to be very agreeable for investors, perpetuating the antithesis of...

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Steve Dixon, CFA
Feb 1, 2017 4:49:00 PM

Market Insight - January 2017 Everybody loves an underdog, right? In August, 2015, before the season began, the Leicester City Football Club in...

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Steve Dixon, CFA
Nov 9, 2016 4:58:00 PM

October 2016 Only one thing is certain as we approach the U.S. presidential election in early November, the Twins won’t be world champions this...

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

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