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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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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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inverted yield curve

The Dreaded Inverted Yield Curve

Many pundits have viewed an inverted yield curve as a signal for a recession. An inverted yield curve is defined as when short-term interest rates are higher than long-term rates. Although there has been previous correlation between this inversion occurring and a recession, it’s not as clear-cut an indicator as one may think. The Yield […]

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bond market

Busted Bonds

With all the turmoil in the world, no wonder we have seen stock market declines.  Stock markets had done so well for so long, and now you add a war on top of it, so it’s easy for our minds to justify the recent volatility.  But bonds aren’t so intuitive.  Bonds are supposed to help […]

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map of russia and ukraine

From Russia with Tanks Part II – What’s Next?

Two weeks ago, Russian forces invaded Ukraine, launching the largest military campaign in Europe since World War II. While the geopolitical ramifications of the invasion may not be known for years, the implications for the global economy and the financial markets will be felt much sooner. As one might expect, the market dropped immediately the […]

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man at desk reviewing investments

Impact Investing – How to Assess Performance

In the summer of 2021, BDF introduced our Impact Investing platform. We designed a portfolio that stayed true to BDF’s philosophy on investing while also emphasizing companies that score favorably in terms of their environmental, social, and governance (ESG) factors. Since this introduction, we’ve been fortunate enough to have many great conversations with clients who […]

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From Russia With…Tanks?

“Russia is a riddle, wrapped in a mystery, inside an enigma.” – Winston Churchill After a phenomenal 2021, stocks are off to a bumpy start in the new year. Much of the volatility can be attributed to shifting expectations around Federal Reserve policy as the Fed is expected to be more aggressive than previously anticipated […]

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Is International Due in 2022?

 “The Cubs are due in ’62.” —Ernie Banks Growing up in the area as a lifelong Chicago Cubs fan, I heard the same thing every year. At the beginning of the season, all the die-hard fans would say, “This is our year.” Then at the end, it always morphed into “Wait until next year.” By […]

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Market Review

2021 Market Review: Variants and Variances

On January 11, 2022, BDF LLC held its virtual Annual Client Event. Chad Carlson, Chief Investment Officer, and Investment Committee members Tina McMorris Barrile and Jonathan Baker discussed a number of topics around the markets, looking back to what happened in 2021 and looking forward to 2022 and beyond. Themes touched on include: 2021 Review: […]

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impact investing icons background with construction hat on grass

Impact Investing – Constructing A Portfolio

A rapidly increasing number of investors have expressed interest in – and committed dollars to – the realm of sustainable investing. This trend has not been lost on fund managers, who have significantly boosted the number of investment offerings in this field. From the perspective of investors, this change has led to meaningful improvements in […]

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It’s Like Déjà Vu All Over Again

The late New York Yankees catcher Yogi Berra was known for his non-sensical quotes, or “Yogi-isms.” One of which, “It’s like déjà vu all over again,” seems an altogether appropriate way to describe the most recent stretch in the market. We’ve been here before The discovery in South Africa of a new Coronavirus strain called […]

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Reducing Year-End Taxes on Your Investments

Nobody wants additional taxes for the holidays, so throughout the year, we look for ways to minimize them.  With year-end approaching, it’s a good time to review a few strategies that can potentially reduce your tax bill. Tax-Loss Harvesting The goal of tax loss harvesting is to stay in the market while capturing the current […]

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