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

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...

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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...

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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...

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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....

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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...

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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...

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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...

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

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