Advisor Commentary

Does Size Matter?

Does Size Matter?

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

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The CFA® Difference

The CFA® Difference

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

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How important is yield?

How important is yield?

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

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Elections and Markets

Elections and Markets

The mid-term elections are one week away, and everyone wants to know: "How will the election affect my investments?!" In...

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Inflation Reduction Act

Inflation Reduction Act

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

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529 College Savings Plans

529 College Savings Plans

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

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It’s VEST SEASON!

It’s VEST SEASON!

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...

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Happiness Curve Explained

Happiness Curve Explained

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

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Navigating Open Enrollment

Navigating Open Enrollment

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

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Autopilot Video

Autopilot Video

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

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Autopilot

Autopilot

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

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Inflation Talk (video)

Inflation Talk (video)

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

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Advance Child Tax Credit

Advance Child Tax Credit

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

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Inflation: It’s Back

Inflation: It’s Back

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

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The Happiness Curve

The Happiness Curve

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...

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Stimulus in the Economy

Stimulus in the Economy

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

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Stick With the Plan Pt. 2

Stick With the Plan Pt. 2

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

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Stick With The Plan

Stick With The Plan

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

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The Reason You Own Bonds

The Reason You Own Bonds

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

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Fear is Contagious

Fear is Contagious

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

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