Birchwood Insights and News

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...

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