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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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You Paid What for That?!

Did you notice that you are paying 9.9% more for eggs and 5.6% more for apples than you did a year ago? Or that a new refrigerator will cost you about 20% more than it did pre-pandemic? Did you know that the backup of container ships at our California ports stands at 29, with an […]

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An Introduction to Impact Investing

The investing landscape is constantly evolving as fund companies and money managers look to develop new products to meet investors’ needs and wants. One corner of the market that has been experiencing immense growth over the last several years and shows no signs of slowing down is the area of “Sustainable” investing. Fund assets in […]

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To Taper or Not to Taper

“To be, or not to be? That is the question: Whether tis’ nobler in the mind to suffer the slings and arrows of outrageous fortune, or to take arms against a sea of troubles…” – William Shakespeare, Hamlet At the recent Jackson Hole policy summit, Chairman Jerome Powell said that the Fed would likely begin […]

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Instability and Unrest: The Market’s Reaction

With the recent turmoil unfolding in Afghanistan, should you be worried about a drop in the stock market and its negative impact on your portfolio?  Well, as they often say, history repeats itself.  This situation may be no different.  In the short-term, markets typically drop as a result of significant conflicts, wars, and geopolitical events.  […]

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Viva Las Vegas! Viva the Stock Market!

“Las Vegas is a city built on hopes, dreams, and a little bit of crazy.”– Michael McDonald No truer words have been uttered about “Sin City,” and perhaps the same can be said for the current market environment. Investors hope and dream that stocks will continue to rally but feel a bit crazy for believing […]

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Real Estate – How High Can It Get?

You may have noticed a significant increase in real estate prices over the past year. Perhaps you were selling your home, buying a vacation home, or realized how hot the market is right now after talking to your neighbor. The pandemic has played a large part in the real estate boom. This chart above compares […]

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Can the Recovery Keep Going?

The S&P 500 hit record highs an astonishing 33 times in the first six months of 2021 as the US and the world reopen and return to something approximating normal. As the markets climb, so does fear that the tremendous rally is sustainable. After all of the events of the last 15 months, how could […]

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How Will Tax Increases Impact the Markets?

It’s no secret that taxes are expected to rise. The Biden Administration has proposed higher taxes on individuals and businesses, potentially reversing many of the effects of the 2017 tax cuts. The proposals and what becomes law, however, are two different things. With a narrowly divided Congress, it seems unlikely the proposals will pass as […]

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ETF Conversions

Investments can be complex. There are countless types of holdings out there and seemingly countless ways to buy, sell, and hold these investments in different strategies. Beyond that, there is also the investment structure. You can have open-end funds, closed-end funds, exchange-traded funds, exchange-traded notes, derivatives, private holdings, individual holdings, swap contracts, options, and the […]

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Bond Update – June 2021

Three months ago, we wrote to you about updates to your bond portfolio that increased diversification and flexibility to better navigate the changing dynamics of the bond market, such as rate movements, changes in spreads, and inflation. Those changes were implemented and, thus far, have been additive as your bond portfolio has outpaced the market. […]

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Demystifying Cryptocurrency

There are few investments that are as little understood and as over-hyped as cryptocurrency. The April 14 initial public offering (IPO) of Coinbase, a cryptocurrency exchange, generated tremendous buzz on Wall Street. For “crypto-evangelists,” the IPO was viewed as a watershed moment and a signal that cryptocurrency investing had achieved mainstream status. For that reason, […]

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Inflating Inflation Concerns

Inflation is an increasing concern for many investors and consumers.  After all, a lot of money is in motion these days.  Rampant inflation can lower the value of investment returns and lead to higher prices paid for goods and services.  For the year ended March 31, the Consumer Price Index (CPI) rose 2.6%, which is […]

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