Birchwood Insights and News

Steve Dixon, CFA

Steve Dixon, CFA
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

The Resilient Bull Market

The Resilient Bull Market

By Steve Dixon, CFA

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 prices) could easily be dubbed the “Resilient Bull”. It has outlasted all of its predecessors, turning 10 years-old in March. Capital markets can...

Heightened Uncertainty in 2019

Heightened Uncertainty in 2019

By Steve Dixon, CFA

Market Insight - February 2019 If you ever doubted the influence that central banks, particularly the U.S. Federal Reserve, have over financial markets, let the past two months put any debate to rest. On December 19th, the Federal Reserve announced that it would raise short-term interest rates...

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...

Are You a Stock Market FOMO Investor?

Are You a Stock Market FOMO Investor?

By Steve Dixon, CFA

Market Insight - November 2017   Defying the expectations of many market pundits, the stock market has continued higher in a nearly unchecked rise in 2017. The flawed, but tirelessly reported level of the Dow Jones Industrial Average (“DJIA”) teased 18,000 in the days leading up to last November’s...

Steve Dixon Quoted in Green America Article

By Steve Dixon, CFA

Steve Dixon, Birchwood's Investment Manager was recently quoted in an article by Green America titled, "Social Investing at Every Age." Steve shared with Green America that your financial plan in your 20s should emphasize making saving for retirement part of your routine.

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