Quarterly Review and Outlook – 3rd Quarter 2013

October 29, 2013

October 29th, 2013 One of my favorite television shows of all time is Seinfeld, a comedic show about nothing. Just like Seinfeld, many people are trying to find meaning in the hints and vagaries in the FED rhetoric. And also like Seinfeld, most FED speak gets a big reaction from their large following. Click here […]

BT Wealth Management Hires Managing Director Bernie Palmer

October 22, 2013

October 22nd, 2013 BT Wealth Management, an affiliate of Bennett Thrasher LLP, has hired 25-year industry veteran Bernard Palmer as a managing director, effective Sept. 16, 2013. Palmer has extensive experience in providing investment strategies and advice to institutions and individuals, as well as providing individuals with personal financial advice in the areas of estate […]

BT Wealth Management Update

September 4, 2013

September 4th, 2013 While the summer has been quite mild, we anticipate market volatility will heat up in September and October. The Congressional debate over the debt ceiling that could lead to a possible government shutdown, to taper or not to taper, the uncertainty of Ben Bernanke’s successor and the Syrian conflict are all issues […]

BT Wealth Management – RIA vs. Broker-Dealer

August 21, 2013

August 21st, 2013 It is important for an investor to know the differences between a Registered Investment Advisor (RIA) and a Broker-Dealer, or at least know the right questions to ask. The major difference has to do with the fiduciary duty of the advisor. Does your advisor put your best interests first all the time? […]

Quarterly Review and Outlook – 2nd Quarter 2013

July 31, 2013

July 31st, 2013 The 2nd quarter was an eventful one for us at BT Wealth, as the US equity markets extended a run and then made a quick pull back in June on comments from Ben Bernanke, bonds lost value as they endured a two-pronged attack of interest rate and spread widening, and we wished […]

Targets of the FED

July 15, 2013

July 15th, 2013 On June 19th, Bernanke announced that there could be a tapering of the bond buying program by the end of the year. The resulting action was selling in both the equity and bond markets, sending most bond fund to negative performance figures for the quarter and many for the year to date. […]

Quarterly Review and Outlook – 4th Quarter 2012

January 28, 2013

January 28th, 2013 Over the past few weeks we have witnessed the essence of political dysfunction in the US as the idea of the Treasury minting a $1 trillion coin to circumvent the debt ceiling went from a joke to a respectable policy option. One must wonder what the world is coming to when suggestions […]

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