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Investment Management Articles

The BWFA Advantage

by Robert F. Ray, MBA / January 2010 / Investment Management

When the Experts Are Mistaken

by Rob Williams, CFP® / October 2009 / Investment Management

Lessons Learned from the Recent Market Collapse

by Robert F. Ray, MBA / July 2009 / Investment Management

Linking Corporate Governance and Corporate Financial Performance

by Saxon Birdsong, MBA / April 2009 / Investment Management

Equity-Indexed Annuities: Are They Too Good to Be True?

by / January 2009 / Investment Management

Can Investors Trust Brokerage Firms to Hold Their Securities?

by Rob Williams, CFP® / October 2008 / Investment Management

How to Catch a Falling Knife

by Saxon Birdsong, MBA / October 2008 / Investment Management

Searching for Mr. Goodyield

by / July 2008 / Investment Management

How the Stock Market Responds to a Recession…And What BWFA Is Doing About It

by Rob Williams, CFP® / April 2008 / Investment Management

The Subprime Mortgage Crisis: What Does It Mean for Your Investments?

by / January 2008 / Investment Management

Did 14,000 on the Dow Mean Stocks Were Overvalued?

by / October 2007 / Investment Management

Decumulation: BWFA's Approach

by / July 2007 / Investment Management

Measuring Your Investment Return

by Rob Williams, CFP® / April 2007 / Investment Management

Selecting Investments

by Saxon Birdsong, MBA / January 2007 / Investment Management

Why Large Investors Choose Individual Stocks

by Robert F. Ray, MBA / January 2007 / Investment Management

Why Diversified Portfolios are Outperforming the S&P 500 Index

by Rob Williams, CFP® / October 2006 / Investment Management

Investing in Trust

by Mark Stinson, MBA, CFP® / July 2006 / Investment Management

The Advantages of Owning Stocks in Estate Planning

by Rob Williams, CFP® / April 2006 / Investment Management

Does "Buy and Hold" Really Work?

by BWFA / April 2006 / Investment Management

Who Is in Control?

by Saxon Birdsong, MBA / Winter 2006 / Investment Management

If You Are Not Investing in Foreign Securities, You Might Be Missing Something

by Rob Williams, CFP® / Winter 2006 / Investment Management

How to Select a Mutual Fund

by Rob Williams, CFP® / Summer 2005 / Investment Management

Whatever Happened to the Fidelity Magellan Fund?

by Saxon Birdsong, MBA / Summer 2005 / Investment Management

What Should You Do If Social Security Offers Private Accounts?

by Rob Williams, CFP® / Spring 2005 / Investment Management

BWFA's Model Portfolios: Risk Management that Pays Dividends

by Robert F. Ray, MBA / Winter 2005 / Investment Management

Investor Behavior Hurts Investment Returns

by Rob Williams, CFP® / Fall 2004 / Investment Management

Now That You Have Retired,
How Much of Your Portfolio Should You Invest in Bonds?

by Rob Williams, CFP® / Summer 2004 / Investment Management

Bonds Are No Safe Haven

by Robert F. Ray, MBA / Summer 2004 / Investment Management

Beware! Not All Dividends Are Created Equal

by Rob Williams, CFP® / Spring 2004 / Investment Management

Be Smart — Buy the Right Kind of Investment Return

by Saxon Birdsong, MBA / Winter 2004 Special Edition / Investment Management

What's Next?

by Saxon Birdsong, MBA / Fall 2003 / Investment Management

Individually Managed Portfolios
Not Just for the Super Wealthy

by Robert F. Ray, MBA / Fall 2003 / Investment Management

Whom Can You Trust?

by Kimberly Anderson, CFP™ / Summer 2003 / Investment Management

Is Real Estate the Next Bubble?

by Robert F. Ray, MBA / Spring 2003 / Investment Management

The High Cost of Mutual Funds

by Rob Williams, CFP® / Winter 2003 / Investment Management

Refinance: Is now the time?

by BWFA / Fall 2002 / Investment Management

Buying High & Selling Low?
That's What Investors Seem To Do

by Saxon Birdsong, MBA / Fall 2002 / Investment Management

Municipal Bond Investors Flee Stocks and Find Bigger Perils
The Perils of The Municipal Bond Market

by (Published in the September issue of Bloomberg Markets) / SEPTEMBER 2002 / Investment Management

Stepping from Behind the Shield

by Saxon Birdsong, MBA / Spring 2002 / Investment Management

What to Watch in 2002
Trends in How We Acquire Goods

by Saxon Birdsong, MBA / January 2002 / Investment Management

Determining if Markets Are Overvalued or Undervalued:
The Fed Model

by Saxon Birdsong, MBA / October 2001 / Investment Management

College Savings with Tax Deductions

by BWFA / August 2001 / Investment Management

Beware: Brokers Offer New Program

by Saxon Birdsong, MBA / August 2001 / Investment Management

Probability of Gains Within the Year Is High

by Saxon Birdsong, MBA / April 2001 / Investment Management

The Tools We Use

by Saxon Birdsong, MBA / December 2000 / Investment Management

Individual vs. Commingled Accounts? No Contest!

by Saxon Birdsong, MBA / DECEMBER 1999 / Investment Management

Yeah, Yeah, Yeah. What About Investment Performance?

by Saxon Birdsong, MBA / October 1999 / Investment Management

The Buy/Sell Decision Process

by Saxon Birdsong, MBA / JULY 1999 / Investment Management

Investor Perception vs. Investment Performance

by Saxon Birdsong, MBA / APRIL 1999 / Investment Management

Are Low Dividend Yields Important?

by Saxon Birdsong, MBA / DECEMBER 1998 / Investment Management

A Trading Range Ahead

by Saxon Birdsong, MBA / SEPTEMBER 1998 / Investment Management

Sign of the Bear?

by Saxon Birdsong, MBA / JUNE 1998 / Investment Management

Which Way is the Market Headed? And How Can We Tell?

by Saxon Birdsong, MBA / APRIL 1998 / Investment Management

The Third Dimension of Investing

by Saxon Birdsong, MBA / OCTOBER 1997 / Investment Management

It's a Marathon - Not a Sprint

by Saxon Birdsong, MBA / JULY 1997 / Investment Management

"I Can't Remember A Time I Wasn't Scared"

by Saxon Birdsong, MBA / APRIL 1997 / Investment Management

The Case Against Mutual Funds

by Saxon Birdsong, MBA / APRIL 1997 / Investment Management



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