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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.

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Perspective Is Key

Every other Friday for a year, a group of friends gathers at their favorite steakhouse to enjoy deliciously melt-in-your-mouth steaks. Last Friday, however, their steaks came out cold and tough. Do you think they will choose to order steak the following Friday they go out? Or even go to the same restaurant? There is a […]

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Is Cash Back?

No, I’m not talking about your credit card rewards. When used in the context of investing, cash isn’t too exciting. It does provide some level of comfort in volatile markets, but over the long term, it is not your friend when you consider inflation. Therefore, its role in a portfolio for the long-term investor should […]

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Don’t Fight the Fed, Round Two?

The Fed had its moment in Jackson Hole. While speculation grew that perhaps they would start to get a little softer with some signs of inflation easing, Chairman Jerome Powell went right at it, pinpointing inflation as enemy #1.  He went so far as to say the Fed isn’t afraid to inflict some economic pain […]

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couple reviewing investments

Common Objections to Impact Investing

In previous posts, we introduced BDF’s Impact Investing portfolio, a portfolio that tilts towards companies that do better than their peers on attributes such as their environmental impact. We discussed the rising popularity of this style of investment, the rapid rate of adoption by investors, and the money management industry’s quick response to developing solutions. […]

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Are We in a Recession? Should We Care?

According to the dictionary, the U.S. went into a technical recession two weeks ago when it was confirmed that the economy shrunk for the second quarter in a row. How did markets respond to the news? Both stocks and bonds rallied. In fact, July was the best month for the stock market since April 2020. […]

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Are We on the Verge of a Housing Market Correction?

After two years of unprecedented growth in the housing market, we are beginning to see signs of cooling. Is this the beginning of a sharp correction? Recession talks are everywhere. The lost wealth effect from market turmoil, rising rates, inflation, and negative consumer sentiment are all bad signs, right? While it’s certainly possible, there is […]

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news headlines

If Recession Comes, Why It May Be Different This Time

Headlines these days tend to focus on the stress the economy is facing and the potential for a recession (some even argue we may already be in a recession). People are rightfully worried about the state of the economy, as the continued impacts of supply chain disruptions stemming from the global pandemic, increased energy costs, […]

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Powell’s Pickle

In January 2013, I was in the market for a new car. With gas at the time above $4 per gallon, I opted for a Ford Fusion Hybrid. Of course, as soon as I made the purchase, gas prices dropped and remained low for the next nine years. Why share this anecdote other than to […]

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An Economic Hurricane

Last week, Jamie Dimon, the CEO of JP Morgan, warned of a coming “Economic Hurricane” and encouraged preparedness.  As an investor, that’s a dire warning.  What does Mr. Dimon mean by this? There are several risks Mr. Dimon is pointing to.  Namely, the war in Ukraine, Fed action, rising rates, and persistent inflation.  To be […]

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A Close Eye on I Bonds

With the stock and bond markets in turmoil and inflation topping 8%, it is only natural for investors to seek any investment that offers attractive returns. Enter I Bonds – the latest bright, shiny object to grace the investment scene. Much has been written about I Bonds in recent months especially given the 9.6% interest […]

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Looming Recession?

Downward markets have been drawing a lot of attention as of late.  Among the many potential reasons for a decline is a slowing economy.  Market pundits have been busy vocalizing their predictions on whether a recession is on the horizon and, if so when it might occur. Recessions have been loosely defined as two consecutive […]

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Factoring in Inflation

In March, inflation reached heights not seen since December of 1981 as supply chain disruptions stemming from the ongoing global pandemic and open conflict in Eastern Europe continued to put upward pressure on prices. While many pundits believe we have seen the worst of it, higher than normal inflation appears to be here for a […]

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