Blog
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...
Largest COLA adjustment to Social Security in 40 years!
The Federal Government recently announced an 8.7% COLA adjustment on Social Security for 2023. That is the biggest...
Does Size Matter?
In our latest video, Eric and Jordan discuss the role that size plays in selecting equity positions. Specifically, we...
The CFA® Difference
Burkholder Wealth Management has a unique process for managing investments based on the Chartered Financial Analyst®...
Financial Planning the BWM Way
Along with a personalized approach through a CFA® background, Burkholder Wealth Management is also a Registered...
BWM Investments: The Value Premium
In the second video in our series on Investment Philosophy, Eric and Jordan dig into the "Value Premium." Value...
Market Update – November 2022
Midterms, Inflation, Retail Spending and more in this market update from Burkholder Wealth Management. Eric and Jordan...
What is happening to Crypto?
Eric and Jordan discuss the recent developments in the Crypto market and how this impacts your financial plan. This...
How important is yield?
Yield is the income generated from a portfolio, either from interest or dividends. It is extremely popular among...