BCWM
Personal and Institutional Wealth Management. Where lifestyle and legacy are managed with care. We take pride in providing our clients peace of mind.
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.
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://www.bcwm.com/wp-content/uploads/2024/08/08-Market-Mayhem-Monopoly-and-Missing-Jobs-1.pdf
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://www.bcwm.com/wp-content/uploads/2024/07/07-Prepare-for-Landing-1.pdf
BCWM is proud to announce our newest hire, Kyle Strehlow, CFP®.https://www.bcwm.com/wp-content/uploads/2024/07/Kyle-Strehlow-Joins-BCWM.pdf
The first presidential debate is tomorrow. Get your popcorn ready and don’t forget to read the latest Investment Commentary from BCWM.https://www.bcwm.com/wp-content/uploads/2024/06/06-No-Debate-America-Loses.pdf
For the latest market buzzzz, click the link below to read this month's Investment Commentary.https://www.bcwm.com/wp-content/uploads/2024/05/05-Emerge-Make-Noise-and-Die.pdf
If your employer provides you stock incentives as part of your overall compensation, spend a few minutes and listen to the dialogue between Stacy Bratcher (The Legal Department) and Eric Clark (BCWM). You’ll be glad you did! cloudfeed.podetize.com/-05arTfF4.mp3
If the machines take over in five years, does investing really matter? Go ahead and read our investment commentary anyway.
https://www.bcwm.com/wp-content/uploads/2024/04/04-Ill-Be-Back.pdf
Enjoy your Leap Day with a side of investment commentary. We discuss the Japanese stock market, Goldilocks, and Taylor Swift. Something for everyone. https://www.bcwm.com/wp-content/uploads/2024/02/02-Lost-Decades-and-Late-Payments.pdf
We’ve entered another election year, but don’t let the noise distract you from what really matters in the markets. Read the latest from our Portfolio Management team – Election Anxiety? Over-Rated. https://www.bcwm.com/wp-content/uploads/2024/01/01-Election-Anxiety-Over-Rated.pdf
Major tax updates for 2024 are summarized for you here. Continue reading to learn about changes that might apply to you!https://www.bcwm.com/wp-content/uploads/2024/01/01-2024-Tax-Update.pdf
Less than a year ago, seemingly everyone was calling for a recession. Now, the consensus is that the Federal Reserve might have orchestrated the sacred “soft landing.” At BCWM, our advice is this: “Don’t Drink the Kool-Aid.”
https://www.bcwm.com/wp-content/uploads/2023/09/09-Dont-Drink-the-Kool-Aid.pdf
While many agree the recent downgrade of U.S. government debt has merit, we remind you this means very little . . . and as with all information, you should always, “consider the source.”https://www.bcwm.com/wp-content/uploads/2023/08/08-Consider-the-Source.pdf
Inflation looks pretty transitory to us… read our latest commentary where we explain this graph and speculate whether last weekend’s news out of Russia was “One Big Non-Event.”https://www.bcwm.com/wp-content/uploads/2023/06/06-One-Big-Non-Event.pdf
Is the stock market up or down over the last year? Well… it’s both. Cory Bloodgood explains more in “Measuring the Market.”
https://www.bcwm.com/wp-content/uploads/2023/06/06-Measuring-the-Market.pdf
Buying insurance against a U.S. government debt default is currently more expensive than buying insurance against bonds from Greece, Brazil or Mexico. Are we the new global deadbeat? BCWM argues, “not quite yet.” Click through to our article to read more.
https://www.bcwm.com/wp-content/uploads/2023/05/05-Global-Deadbeat-Not-Quite.pdf
We are proud to announce the addition of Sean Easterly, CFP® to the ownership group at BCWM. Read more by clicking the link below.https://www.bcwm.com/wp-content/uploads/2023/04/BCWM-Expands-Ownership-Sean-Easterly.pdf
A year ago today, the Federal Reserve began raising interest rates. It only took 12 months for a bank to fail. Read why we feel this is not the next Great Financial Crisis in “It’s a Wonderful Life”:
https://www.bcwm.com/wp-content/uploads/2023/03/03-Its-a-Wonderful-Life.pdf
There are still trillions of dollars in unspent “excess savings” from the pandemic, but credit cards are tapped out again. What’s going on? We discuss that and more in “The Obvious is Hardly Ever Obvious”.
https://www.bcwm.com/wp-content/uploads/2023/02/02-The-Obvious-is-Hardly-Ever-Obvious.pdf
Once again we are happy to provide you an update to several tax law changes effective in 2023.https://www.bcwm.com/wp-content/uploads/2023/01/01-2023-Tax-Update.pdf
2022 provided a reversion to some semblance of sanity in the markets. Now it’s time to get “Back to Basics,” something we never abandoned at BCWM.https://www.bcwm.com/wp-content/uploads/2023/01/01-Back-to-Basics.pdf
Crypto (and high-flying stock) values are plummeting. We’re not surprised. Read more in our latest Investment Commentary:https://www.bcwm.com/wp-content/uploads/2022/11/11-The-Inevitable-Crypto-Scam.pdf
Part of a holistic financial plan includes ensuring adequate insurance is in place. Here Cindy Wysong, CFP® explains the basics of disability insurance and long-term care insurance.
Disability:https://www.bcwm.com/wp-content/uploads/2022/09/Disability-Insurance.pdf
Long-Term Care:https://www.bcwm.com/wp-content/uploads/2022/09/Long-Term-Care-Insurance.pdf
The economy shrank in the first half of 2022, but don’t call it a recession just yet. Read more in, “The ‘R’ Word.”https://www.bcwm.com/wp-content/uploads/2022/08/The-R-Word.pdf
Is 2022 the worst bond market ever? Read more from our latest Investment Commentary to find out.https://www.bcwm.com/wp-content/uploads/2022/07/While-You-Werent-Looking.pdf
This year, rapidly rising interest rates have led to one of the worst selloffs in bond market history. Laura Carley explains why increasing interest rates can be bad for bond prices . . . and vice versa.
Interest Rates and Bond Prices - BCWM Even though bonds seem simple to understand, as Cory Bloodgood pointed out in his article “Breaking Down Bonds,” they can be very complex. Sometimes we hear clients say, “I just don’t understand bonds.” In the following video, Laura Carley explains the basic mechanics of bonds and how thei...
The Fed is raising rates to slow inflation, but will it push the economy into a recession in the process? Read on in our latest Investment Commentary – Kumbaya or Nah? https://www.bcwm.com/wp-content/uploads/2022/06/Kumbaya-or-Nah.pub_.pdf
What do stocks, bonds, gold, and crypto have in common? Negative returns year-to-date. Why? "Nowhere to Run, Nowhere to Hide" discusses where we've been and where we might be headed.
https://www.bcwm.com/wp-content/uploads/2022/05/Nowhere-to-Run-Nowhere-to-Hide-1.pdf
The rules for distributing inherited retirement accounts have changed. Do you know the requirements?
https://www.bcwm.com/wp-content/uploads/2022/05/Inheriting-a-Retirement-Account.pdf
The war in Ukraine, while devastating to the citizens of Ukraine, will have negative effects on the rest of the world as well. Many here are asking what it means for inflation in the U.S. Follow the link below for our thoughts.https://www.bcwm.com/wp-content/uploads/2022/04/Ukraine-and-Inflation.pdf
In what seems like a headline from the 20th century, Russia invaded Ukraine last night. Read BCWM’s analysis on the situation in, “The Cold War Heats Up.”
The Cold War Heats Up - BCWM Late last night, Russia launched a full-scale invasion of Ukraine. It’s no secret it has been building up troops with precisely this in mind. Contrary to President Vladimir Putin’s recent assertions that Russia was undertaking a limited “liberation” of separatist regions of Ukraine, he has n...
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Who We Are
BCWM 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 $450 million dollars.
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.
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14221 Metcalf Avenue Suite 201
Overland Park, KS
66223
Opening Hours
Monday | 8am - 5pm |
Tuesday | 8am - 5pm |
Wednesday | 8am - 5pm |
Thursday | 8am - 5pm |
Friday | 8am - 5pm |
12980 Foster Street, Ste 160
Overland Park, 66213
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Create a wealth plan that’s designed to last longer than you so that you can retire on time.