Blog
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...
BWM Market Update – Feb. 2023
Eric and Jordan discuss what's happening in the market as 2023 begins. Diversification and discipline still are the...
Q&A with Christina Moore
A quick video Q&A with our new Director of Client Service & Operations. Get to know Christina...
Market Recap – 2022
In this video, Eric and Jordan discuss what happened in the markets in 2022. We talk performance, major market news, BWM...
What do good financial advisors do to help you finish the year out strong?
Having a financial advisor is a great way to keep on the right track towards your financial goals. In this video, Eric...
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