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

The Current Job Market and its Effect on the Economy [Market Insight]

Steve Dixon, CFA® CSRIC®
Nov 15, 2018 8:44:59 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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Indicators of Sustainable Impact Investment Funds

Steve Dixon, CFA® CSRIC®
Aug 23, 2018 2:21:29 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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How Changing Expectations Can Alter Consumer Behavior [Market Insight]

Steve Dixon, CFA® CSRIC®
Aug 6, 2018 9:12:50 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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Your Long-Term Investment Strategy: Should You Sell in May and Go Away?

Steve Dixon, CFA® CSRIC®
May 23, 2018 11:31:00 AM

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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The Gender Pay Gap and It's Impact on Women's Personal Retirement

Steve Dixon, CFA® CSRIC®
May 16, 2018 11:23:00 AM

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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Why Cash Should be Considered an Appropriate Investment Allocation in a Balanced Portfolio [Market Insight]

Steve Dixon, CFA® CSRIC®
May 8, 2018 2:37:00 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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Managing Your Wealth: Interpreting the Current Volatility of Capital Markets and Your Investment Strategy [Market Insight]

Steve Dixon, CFA® CSRIC®
Feb 9, 2018 2:43:00 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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Are You a Stock Market FOMO Investor? [Market insight]

Steve Dixon, CFA® CSRIC®
Nov 2, 2017 2:53:00 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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Your Risk Management Plan: What factors should contribute to investment decisions? [Market Insight]

Steve Dixon, CFA® CSRIC®
Aug 3, 2017 9:24:00 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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Murphy's Law: Balancing Pessimism and Optimism as an Investor [Market Insight]

Steve Dixon, CFA® CSRIC®
Apr 27, 2017 3:39:00 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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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

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