Trump’s surprising landslide win: What does it mean for markets and investors this time around? Read our latest commentary, “Trumped Again,” to find out.?
关于我们
BCWM, LLC has a long heritage of serving the complex financial management needs of wealthy individuals, families and institutions around the nation. Our advisors have over 80 years of combined experience in the industry. Today, we serve clients nationwide and total assets under management exceed $550 million dollars (as of January 2024). We predominantly use individual securities to create portfolios designed to achieve each client’s financial goals. We take pride in providing our clients peace of mind.
- 网站
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https://www.bcwm.com
BCWM, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Overland Park，Kansas
- 类型
- 私人持股
- 创立
- 2007
- 领域
- Financial Planning、Retirement Planning、Portfolio Management、Employee Long-Term Incentives、College Planning、Capital Management、Philanthropic Giving、Estate Planning、Risk Management和Tax Planning
地点
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主要
获取路线
14221 Metcalf Ave
Suite 201
US，Kansas，Overland Park，66223
BCWM, LLC员工
动态
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Lately, you've been earning some nice interest in your savings account, but it hasn't been that way for a while . . . and it may not be that way for long. Read why by clicking the link below: https://lnkd.in/gEHQd6zM
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The stock market went haywire the first few days of August, reminding investors that taking risk works both ways. Read more in the latest from the BCWM Portfolio Management Team. https://lnkd.in/gMfzP3uZ
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The Federal Reserve President is more confident that rate cuts may begin as soon as September. Let's all fasten our seatbelts and "Prepare for Landing." https://lnkd.in/g282pj58
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Help us welcome our newest hire, Kyle Strehlow, CFP?, who returns to BCWM as a Paraplanner! https://lnkd.in/gjn_tSWp
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The first presidential debate is tomorrow. Get your popcorn ready and don’t forget to read the latest Investment Commentary from BCWM.
06-No-Debate-America-Loses.pdf
bcwm.com
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For the latest market buzzzz, click the link below to read this month's Investment Commentary.
05-Emerge-Make-Noise-and-Die.pdf
bcwm.com
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If your employer provides you stock incentives as part of your overall compensation, spend a few minutes and listen to the dialogue between Stacy Rummel Bratcher (The Legal Department) and Eric Clark, CFP? (BCWM).?You’ll be glad you did!??
Have you seen headlines on Law360 about 8 figure GC compensation and wonder, how do they make so much ??? If you read the fine print, stock awards comprise much of it and the values swing widely. If you're considering a job with equity compensation (e.g. stock awards, options, etc.) it can be difficult to understand the total package. Whether you a lawyer or not, this episode of The Legal Department podcast will help you understand stock awards and other common incentive comp vehicles. I also learned about "lifestyle creep" and how it could impact my retirement. ??♀? Thanks Eric Clark, CFP? of BCWM, LLC for breaking it down in The Legal Department. #inhousecounsel #legalpodcast #incentivecomp https://lnkd.in/eMh3J32n
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If the machines take over in five years, does investing really matter? Go ahead and read our investment commentary anyway.
04-Ill-Be-Back.pdf
bcwm.com
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Enjoy your Leap Day with a side of investment commentary. We discuss the Japanese stock market, Goldilocks, and Taylor Swift. Something for everyone.? https://lnkd.in/gazwDANk
02-Lost-Decades-and-Late-Payments.pdf
bcwm.com