Financial Commentary

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How To Manage Your Finances In A Crisis

By Jeff Gilbert Change is hard on everyone. And the changes that are happening daily due to the coronavirus pandemic, not to mention the roller-coaster ride our markets are on, are disrupting our lives, causing us to feel uncomfortable and…
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What You Need To Know About Recessions And Bear Markets

As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market officially turned into a bear market. But what does that mean? And are we on the verge of another recession like the one…
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Can A Donor-Advised Fund Save You Money On Taxes?

By Jeff Gilbert Can you think of one person who doesn’t want to save money on their taxes and be generous at the same time? Neither can I. Donor-advised funds could be a great option to lower your taxable income, which will decrease the…
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What Should You Do About The Coronavirus And Stock Market Volatility?

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days.  Investors…
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5 Ways To Prepare For A More Affordable Retirement

By Jeff Gilbert Retirement is expensive. That’s one thing everyone can agree on. But what if there were steps you could take now to actively reduce the amount of money you’ll need later on? That’s exactly what we’ll talk about today.…
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How Might The Market Behave In 2020?

By Jeff Gilbert This January, we find ourselves in a much different place than we did a year ago. Last year came on the heels of a difficult December, where the market dropped precipitously over recession worries. Then the market surprised…

Retirement Commentary

Investment Updates

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

BWP Weekly Market Commentary

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BWP Weekly Market Commentary

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