Blog
Market Update – September 2023
https://youtu.be/95VDAb1Xkvc In this video, Eric and Jordan discuss market returns and economic news through the end of...
Student Loan Update – September 2023
https://youtu.be/gg0fc2eqniI If you have student loans, you will want to watch this video! Eric and Jordan discuss the...
Education Planning – August 2023
School is almost back in session! In this video, Eric & Jordan discuss education planning topics like, 529s,...
Market Update – June 2023
Check out this new video from BWM! We discuss the biggest news from the markets/economy in the first half of 2023 and...
5 Traits of a Good Financial Advisor
Eric and Jordan discuss their top 5 traits that make a good financial advisor. This is a must watch video for anyone...
What’s In a Financial Plan?
In this video, Eric and Jordan discuss how BWM thinks about constructing a financial plan. We cover many relevant topics...
Market Update – May 2023
In this video, Eric and Jordan discuss market and economic updates for May of 2023. Inflation, index performance, and...
Should you consider using an HSA?
Many people don't utilize an HSA, even if they qualify. Eric and Jordan discuss the common misconceptions and address...
What Happened to SVB & Signature Bank?
Eric and Jordan discuss what is happening in the regional banking sector, how it might be affecting you, and what you...