Blog
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...
BWM Investment Philosophy Overview
In the first of a series of videos on investment philosophy and strategy, Eric and Jordan give a high-level overview of...
3rd Quarter 2022 Market Update
2022 has been a wild ride for the markets. In this video, Eric and Jordan discuss and review what has been happening in...
Elections and Markets
The mid-term elections are one week away, and everyone wants to know: "How will the election affect my investments?!" In...
New Hire Announcement – Christina Griffin
Burkholder Wealth Management is pleased to announce the hiring of Christina Griffin as our new Client Service Associate!...
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