---
title: The Latest from Birchwood Financial Partners | Steve Dixon, CFA® CSRIC® (3)
description: 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. (3)
---
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# Financial Insights Blog
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## 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.
Find me on:
### Recent Posts
[ ](https://blog.birchwoodfp.com/market-insight-november-2019)
## [Capital Markets and Laundry Baskets: The Unavoidable Truth [Market Insight]](https://blog.birchwoodfp.com/market-insight-november-2019)
[Steve Dixon, CFA® CSRIC®](https://blog.birchwoodfp.com/author/steve-dixon-cfa)
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...
[Read More](https://blog.birchwoodfp.com/market-insight-november-2019)
[ ](https://blog.birchwoodfp.com/federal-reserve-cut-interest-rates)
## [The Federal Reserve Cut Interest Rates Partly to Boost Inflation, but Will it Work? [Market Insight]](https://blog.birchwoodfp.com/federal-reserve-cut-interest-rates)
[Steve Dixon, CFA® CSRIC®](https://blog.birchwoodfp.com/author/steve-dixon-cfa)
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...
[Read More](https://blog.birchwoodfp.com/federal-reserve-cut-interest-rates)
[ ](https://blog.birchwoodfp.com/market-insight-may-2019)
## [The Resilient Bull Market [Market Insight]](https://blog.birchwoodfp.com/market-insight-may-2019)
[Steve Dixon, CFA® CSRIC®](https://blog.birchwoodfp.com/author/steve-dixon-cfa)
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...
[Read More](https://blog.birchwoodfp.com/market-insight-may-2019)
[ ](https://blog.birchwoodfp.com/heightened-uncertainty-in-2019)
## [Heightened Uncertainty in 2019 [Market Insight]](https://blog.birchwoodfp.com/heightened-uncertainty-in-2019)
[Steve Dixon, CFA® CSRIC®](https://blog.birchwoodfp.com/author/steve-dixon-cfa)
Feb 13, 2019 10:20:38 AM
Market Insight - February 2019 If you ever doubted the influence that central banks, particularly the U.S. Federal Reserve, have over financial...
[Read More](https://blog.birchwoodfp.com/heightened-uncertainty-in-2019)
[ ](https://blog.birchwoodfp.com/the-current-job-market-and-its-effect-on-the-economy)
## [The Current Job Market and its Effect on the Economy [Market Insight]](https://blog.birchwoodfp.com/the-current-job-market-and-its-effect-on-the-economy)
[Steve Dixon, CFA® CSRIC®](https://blog.birchwoodfp.com/author/steve-dixon-cfa)
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...
[Read More](https://blog.birchwoodfp.com/the-current-job-market-and-its-effect-on-the-economy)
[ ](https://blog.birchwoodfp.com/impact-investment-funds)
## [Indicators of Sustainable Impact Investment Funds](https://blog.birchwoodfp.com/impact-investment-funds)
[Steve Dixon, CFA® CSRIC®](https://blog.birchwoodfp.com/author/steve-dixon-cfa)
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...
[Read More](https://blog.birchwoodfp.com/impact-investment-funds)
[ ](https://blog.birchwoodfp.com/consumer-behavior-global-economy)
## [How Changing Expectations Can Alter Consumer Behavior [Market Insight]](https://blog.birchwoodfp.com/consumer-behavior-global-economy)
[Steve Dixon, CFA® CSRIC®](https://blog.birchwoodfp.com/author/steve-dixon-cfa)
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...
[Read More](https://blog.birchwoodfp.com/consumer-behavior-global-economy)
[ ](https://blog.birchwoodfp.com/is-sell-in-may-and-go-away-sound-investment-advice)
## [Your Long-Term Investment Strategy: Should You Sell in May and Go Away?](https://blog.birchwoodfp.com/is-sell-in-may-and-go-away-sound-investment-advice)
[Steve Dixon, CFA® CSRIC®](https://blog.birchwoodfp.com/author/steve-dixon-cfa)
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...
[Read More](https://blog.birchwoodfp.com/is-sell-in-may-and-go-away-sound-investment-advice)
[ ](https://blog.birchwoodfp.com/gender-retirement-gap)
## [The Gender Pay Gap and It's Impact on Women's Personal Retirement](https://blog.birchwoodfp.com/gender-retirement-gap)
[Steve Dixon, CFA® CSRIC®](https://blog.birchwoodfp.com/author/steve-dixon-cfa)
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...
[Read More](https://blog.birchwoodfp.com/gender-retirement-gap)
[ ](https://blog.birchwoodfp.com/yields-on-cash-have-been-nearly-non-existent-but-thats-beginning-to-change)
## [Why Cash Should be Considered an Appropriate Investment Allocation in a Balanced Portfolio [Market Insight]](https://blog.birchwoodfp.com/yields-on-cash-have-been-nearly-non-existent-but-thats-beginning-to-change)
[Steve Dixon, CFA® CSRIC®](https://blog.birchwoodfp.com/author/steve-dixon-cfa)
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...
[Read More](https://blog.birchwoodfp.com/yields-on-cash-have-been-nearly-non-existent-but-thats-beginning-to-change)
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