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.

Find me on:
 

Recent Posts

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...

Read More

Examining the Investor Perception Pre- and Post Election

Steve Dixon, CFA® CSRIC®
Feb 1, 2017 3:49:00 PM

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

Read More

An Election Year Stock Market

Steve Dixon, CFA® CSRIC®
Nov 9, 2016 3:58:00 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...

Read More

Active vs Passive Investment Management: Which One is Right for Your Portfolio? [Market Insight]

Steve Dixon, CFA® CSRIC®
Oct 27, 2016 3:54:00 PM

Market Insight - October 2016 With considerably less animosity or entertainment value, there is another major debate raging at the moment that...

Read More

The Correlation Between Stocks and Bonds [Market Insight]

Steve Dixon, CFA® CSRIC®
Jul 20, 2016 4:08:00 PM

Market Insight - July 2016 I’ve always had a fascination with the night sky, watching the stars and learning to identify planets and constellations....

Read More

What Will the Brexit Results Mean?

Steve Dixon, CFA® CSRIC®
Jun 15, 2016 4:12:00 PM

June 2016 On June 23rd, Britons go to the polls on the issue of whether to remain in the European Union (EU) or dissolve the relationship over the...

Read More

Importance of Long-Term Strategy in Global Markets [Market Insight]

Steve Dixon, CFA® CSRIC®
Jan 26, 2016 9:12:00 AM

Market Insight - January 2016 In keeping a review of 2015 brief, I’m attempting to live by the wise words of Bambi’s bushy-tailed friend Thumper, “if...

Read More

Tenuous Nature of the Global Capital Markets [Market insight]

Steve Dixon, CFA® CSRIC®
Oct 29, 2015 9:15:00 AM

Market Insight - October 2015 While the severity of the market correction during the prior quarter seems to have diminished in recent weeks, it does...

Read More

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

All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc., and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser or qualified professional before making any financial decisions. We are not affiliated with or endorsed by the Social Security Administration or any government agency. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners. All links have been provided only as a convenience.