Geoff WellsMay 5, 20234 minThe U.S. Federal Debt Ceiling - BPC Advisors PerspectiveThe debt ceiling has been front and center in the news this year and we wanted to share our perspective on how we think of the debt...
Doug BurnsMay 1, 20232 minOutsourcing ServicesWith the U.S. tax deadline in the rearview mirror, I often reflect on my experience through the tax season, as tax preparation has never...
Geoff WellsFeb 16, 20235 min"Looking back at 2022, did predictions made by money managers and forecasters come true?"The article below is shared from a recent Dimensional Funds newsletter on January 17th responding to the above question. We found it...
Geoff WellsFeb 15, 20232 minThe Expected Return on Cash is Important AgainFor much of the last decade, short-term interest rates have been near 0%. During this time, there wasn't a significant enough difference...
Geoff WellsFeb 14, 20231 minFebruary 2023 Curated Readings ListWe invest a significant amount of time reading and staying up-to-date on market movements, regulation changes, and actionable financial...
Doug BurnsFeb 1, 20232 min2022 - A Year in The BooksBy late January, I usually have written the previous year on many documents. After some corrections, I begin to get in the habit of...