Knowledge Center

Wealth Watch Newsletter

The markets are complex.  In today’s data age, it’s easy to find more points of information.  However, it’s harder than ever to find out what parts of that information actually matter to you.  That’s the reason behind Wealth Watch.  At BDF, we want to make sure we are always thinking about what’s relevant and keeping you in the loop.

  • Reset Filter

The Reflation Trade: What Is It?

As calendars have turned to 2021, headlines have trumpeted the “reflation trade.” This is not new. Talk of reflation is very common as markets rebound from a major pullback. Even so, it’s been a while since our last major downturn, which may beg the question, what is reflation, and what does the reflation trade mean […]

Read More

Driving into the S&P – What Can We Observe from Tesla’s Addition?

Before the market opened up Monday, there was a splash.  Tesla, a company worth more than $600B, was officially added as a behemoth to the famous index.  And, behemoth is not overexaggerating.  Keep in mind, the next largest car company by market cap is Toyota, with a market cap of a little over $210B.  Ford, […]

Read More

The Return of Value

In what has been a turbulent year (to say the least), the one constant in the investing world seemed to be the continued outperformance of large growth stocks (and the big-name tech stocks specifically). Historically, research indicates value stocks have the highest returns, but the last 10 years have told a different story. In the […]

Read More

The Election is Behind Us So Now What?

The dust has mostly settled on what was a long and contentious presidential election campaign. What remains to be seen is if there will be a unified or divided government come January 2021, depending upon the outcome of two Senate run-off races in Georgia. No Blue Wave in Washington Regardless of what happens in Georgia, […]

Read More

Are We in Another Tech Bubble?

Are we in a tech bubble? It’s hard to ignore that question when the tech-heavy NASDAQ Composite is up 33% through November 9, besting the runner-up S&P 500 Index by over 20%. Tech companies are the perceived winners in a post-Covid world, resulting in soaring stock prices with no end in sight. It begs the […]

Read More

Hedging…Revisited

It has often been said that the market “climbs a wall of worry.” And arguably, there is a lot for US investors to worry about these days. Coronavirus cases are on the rise again, the economy is still struggling to emerge from recession, government stimulus talks have stalled, and the presidential election is in less […]

Read More

Volatility Ahead – Navigating Election Ups and Downs

The headlines keep rolling, both good and bad, at a seemingly alarming pace.  However, that’s a reflection of what 2020 has become known for.  Now, we sit just four weeks away from the elections.  What’s in store for the investment world? The short answer: More of the same.  And by the same, we mean volatility.  […]

Read More

Investing in a Zero Rate Environment

In March, as the country shut down in the face of a global pandemic, the U.S. Federal Reserve dropped the Federal Funds Rate to zero in an attempt to stem the tide of economic damage the pandemic was wreaking. On September 16th, Fed Chairman Powell indicated the Federal Reserve was prepared to keep rates at […]

Read More

A Tale of Two Markets

What is the market? In the investment world and in the popular financial press, the term “market” is used fluidly. How often do we hear, “The market was up today,” or “Why was the market down today?” Is the market the Dow? The S&P 500? The Nasdaq? Or is it some even broader entity that […]

Read More

Election 2020 and the Markets – What’s to Come?

The US Presidential election is heating up. The big question on investor’s minds is, what can we expect? The markets dislike uncertainty. Add a pandemic and recession on top of it, and it brings everything to a whole new level. What does this mean for the markets and your portfolio? Using history as a guide, […]

Read More

The Dog Days of Summer

In ancient times, the “dog days” coincided with the heliacal (at sunrise) rising of Sirius (the dog star), and were believed to be times of drought, bad luck, and unrest, when people and dogs alike were driven mad by the extreme heat. Nowadays, the “dog days of summer,” typically refers to the period of particularly […]

Read More

Time to Drop?

The last four months have been one for the record books.  We witnessed a historic stock market drop of -34% in only 40 days.  And then, just 77 days later, we saw a historic surge in the market of 48%.  This swift recovery was a welcome relief for investors.  However, at the same time, it […]

Read More