Birchwood Insights and News

Market Insight - Yields on Cash Have Been Nearly Non-Existent, but That’s Beginning to Change

By Steve Dixon, CFA

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 likely to preserve its...

Recent Tax Law Changes

By Steve Dixon, CFA

We want to make you aware of recent Minnesota tax law changes. We encourage you to work with your tax professionals to address any actions you should take. Social Security Benefits Allows a subtraction for an amount of Social Security benefits, up to a maximum amount. The maximum subtraction is...

Market Insights: Balancing Pessimism and Optimism as an Investor

Market Insights: Balancing Pessimism and Optimism as an Investor

By Steve Dixon, CFA

The first three months of the year have proven to be very agreeable for investors, perpetuating the antithesis of Murphy’s law. If you recall, Murphy’s law states that “anything that can go wrong, will go wrong”. The adage has always struck me as a sort of seasoned pessimist’s guideline for...