Advisor Commentary

Eric and Jordan discuss their top 5 traits that make a good financial advisor. This is a must watch video for anyone...

In this video, Eric and Jordan discuss how BWM thinks about constructing a financial plan. We cover many relevant topics...

Eric and Jordan discuss what is happening in the regional banking sector, how it might be affecting you, and what you can...

Having a financial advisor is a great way to keep on the right track towards your financial goals. In this video, Eric and...

The Federal Government recently announced an 8.7% COLA adjustment on Social Security for 2023. That is the biggest...

In our latest video, Eric and Jordan discuss the role that size plays in selecting equity positions. Specifically, we...

Burkholder Wealth Management has a unique process for managing investments based on the Chartered Financial Analyst®...

Along with a personalized approach through a CFA® background, Burkholder Wealth Management is also a Registered Investment...

In the second video in our series on Investment Philosophy, Eric and Jordan dig into the “Value Premium.” Value...

Eric and Jordan discuss the recent developments in the Crypto market and how this impacts your financial plan. This story...

Yield is the income generated from a portfolio, either from interest or dividends. It is extremely popular among...

In the first of a series of videos on investment philosophy and strategy, Eric and Jordan give a high-level overview of how...

The mid-term elections are one week away, and everyone wants to know: “How will the election affect my...

President Biden recently signed into law the massive 750 billion dollar Inflation Reduction Act into law. But what does...

It is back to school time! In this video, Eric and Jordan discuss the popular 529 College Savings Plan. They discuss some...

Every financial advisor talks about having a financial plan, but what does that really mean? And what should be included in...

Investors can focus on the daily rain clouds and sunshine the markets bring. Or they can think about the long term.

It is that time of year we refer to as vest season. No, not the sweater vest, although there are plenty of those days in...

While some extremists advocate for reducing expenses across all living components, very few people are actually have the...

You may have been hearing the words “Open Enrollment” lately. You probably received an email from HR which mentioned it or...

We want to wish everyone a happy Labor Day weekend. Labor Day became a federal holiday in 1894. The purpose of the day was...

Eric Burkholder and Gabe West discuss the importance of making sure investments become automatic. Watch our latest video...

Occasionally, when I check my credit card expenses, I get a wide-eyed look from observing an expense I do not recognize....

Recently, we have posted about inflation and its effects on investing and the importance of having a plan. Eric Burkholder...

With July 15th quickly approaching, many Americans have questions about how the Child Tax Credit payments will operate....

For the last 20 years, inflation has been like the monster under your kid’s bed. We have consistently feared it, but every...

Have you ever played the why game with a child? You know, where the child just keeps asking why, and it either ends with a...

“Skate to where the puck is going, not where it has been.” – Wayne Gretzky This year’s election season was one for the...

As a recent finance grad, and 20-something finance professional, I have plenty of interesting conversations with my peers...

The COVID-19 pandemic has upended all aspects of life around the world, including the world of business here in the U.S....

If you follow the news, particularly business news, you have most likely seen headlines about “flooding the market with...

As the US presidential election approaches many investors are trying to determine how the result will affect their...

A little over two months ago we posted a video encouraging everyone to stick with your plan. A lot has happened since then....

Warren Buffett famously said, “It’s only when the tide goes out that you know who’s been swimming naked.” He was referring...

Please check out this short video published by BWM Founder and Senior Advisor, Eric Burkholder. He discusses the importance...

There is one headline you probably will not see today: Investment grade bonds are up over 4% so far in 2020. If you have...

The world equity markets are currently experiencing steep losses due to concerns over the ongoing Coronavirus outbreak....

As has become usual practice, Congress passed some meaningful tax legislation as it recessed for the holidays. In one of...