Birchwood Insights and News

Why Cash Should be Considered an Appropriate Investment Allocation in a Balanced Portfolio

By Steve Dixon, CFA

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 the case for investing in cash securities, despite the unremarkable growth potential of the asset class. The benefits of investing in an asset that is...

Managing Your Wealth: Interpreting the Current Volatility of Capital Markets and Your Investment Strategy

By Steve Dixon, CFA

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 us all of its unpredictability and potential for sudden course corrections. Instead of sending this letter out in its original and dated form, we felt...

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