Research & Advice

Complete Article Archive

September 18, 2017September 18, 2017 by BMM Berkshire Business Confidence Index, Issue 3
July 7, 2017July 14, 2017 by BMM Berkshire Business Confidence Index, Issue 2
June 28, 2017June 28, 2017 by BMM 2017 Mid-Year Outlook
June 17, 2017June 20, 2017 by Bill Schmick Markets in pullback mode
June 16, 2017June 20, 2017 by Bill Schmick A tale of two charities
June 10, 2017June 20, 2017 by Bill Schmick FOMO fuels the markets
June 9, 2017June 20, 2017 by Bill Schmick As of tomorrow, putting a client’s needs first becomes law
June 3, 2017June 20, 2017 by Bill Schmick Markets are still on a roll
June 2, 2017June 20, 2017 by Bill Schmick Elder care in an age of confusion
May 27, 2017June 20, 2017 by Bill Schmick Markets climb higher
May 26, 2017June 20, 2017 by Bill Schmick Are you ready for a 20% correction?
May 20, 2017June 20, 2017 by Bill Schmick The Trump Dump
May 19, 2017June 20, 2017 by Bill Schmick Healthcare costs are strangling us
May 18, 2017July 14, 2017 by BMM Berkshire Business Confidence Index, Issue 1
May 13, 2017June 20, 2017 by Bill Schmick Markets are “Waiting for Godot”
May 12, 2017June 20, 2017 by Bill Schmick Cosmetics survive and prosper despite competition
May 10, 2017June 20, 2017 by Bill Schmick Earnings are better than expected
May 10, 2017June 20, 2017 by Bill Schmick Only the rich are saving
April 8, 2017June 13, 2017 by Bill Schmick Uncertainty descends upon the markets
April 7, 2017June 13, 2017 by Bill Schmick Don’t let romance blind you to the financial downside of living together
April 1, 2017June 13, 2017 by Bill Schmick New quarter, new market
March 31, 2017June 13, 2017 by Bill Schmick Living together is not what it used to be
March 25, 2017June 13, 2017 by Bill Schmick Congress’s comedy of errors
March 24, 2017June 20, 2017 by BMM Quarterly Thoughts
March 24, 2017June 13, 2017 by Bill Schmick Don’t worry, be happy
March 18, 2017June 13, 2017 by Bill Schmick Fed rate hike sets the stage for more
March 17, 2017June 13, 2017 by Bill Schmick Trump’s budget
March 10, 2017June 13, 2017 by Bill Schmick Mushy markets in March
March 9, 2017June 13, 2017 by Bill Schmick America’s road toward universal healthcare
March 3, 2017June 29, 2017 by Bill Schmick Markets are priced for perfection
February 9, 2017June 13, 2017 by Bill Schmick Medicare, why you need more than Part A and B
February 2, 2017June 13, 2017 by Bill Schmick All you need to know about Medicare
January 20, 2017June 20, 2017 by BMM Yes, You Might Actually Enjoy a “Working” Retirement
December 19, 2016April 24, 2017 by BMM Economic Outlook for 2017
December 13, 2016June 20, 2017 by BMM It May Be Time to Reconsider What Retirement Means to You
December 13, 2016June 20, 2017 by BMM Are You Getting the Best Return on Life You Possibly Can?
December 13, 2016June 20, 2017 by BMM Three Ways to Avoid the Downside of Retirement
November 11, 2016April 24, 2017 by BMM A Trump Presidency
August 12, 2016April 24, 2017 by BMM Rose-Colored? Or Right-Colored?
July 15, 2016June 26, 2017 by Bill Schmick Markets make hay
July 8, 2016April 24, 2017 by BMM Dodging a Bullet
June 24, 2016April 24, 2017 by BMM Brexit
June 14, 2016June 29, 2017 by BMM 30 Minutes with Bill Schmick – Estate Planning, Parts 1, 2 and 3
May 12, 2016June 13, 2017 by Bill Schmick Estate Planning—the final chapter
May 6, 2016June 13, 2017 by Bill Schmick Giving up control in the event you need to
April 29, 2016June 13, 2017 by Bill Schmick What do Prince, You and a will have in common?
April 22, 2016June 13, 2017 by Bill Schmick Leaving your Legacy
April 15, 2016June 13, 2017 by Bill Schmick Have you had “The Talk” yet?
April 14, 2016April 24, 2017 by BMM Seasonal Distortions
April 4, 2016April 24, 2017 by BMM Risk On, But for How Long?
February 22, 2016April 24, 2017 by BMM Lessons Learned
February 5, 2016April 24, 2017 by BMM Januaries are Cursed
February 2, 2016 by BMM Why Does Pessimism Sound so Smart?
December 31, 2015April 24, 2017 by BMM Economic Outlook for 2016
December 1, 2015June 29, 2017 by BMM 30 Minutes with Bill Schmick – Social Security, Part Two
November 1, 2015June 29, 2017 by BMM 30 Minutes with Bill Schmick – Social Security, Part 1
October 30, 2015June 13, 2017 by Bill Schmick Budget deal craters Social Security strategies
October 19, 2015April 24, 2017 by BMM The Damage Done
September 29, 2015April 24, 2017 by BMM The volatility of coin tosses
July 6, 2015April 24, 2017 by BMM 2015 Mid-Year Update
June 23, 2015June 29, 2017 by BMM 30 Minutes with Bill Schmick – Rising Costs of Man’s Best Friend
May 13, 2015June 29, 2017 by BMM 30 Minutes with Bill Schmick – Women and Wealth
May 8, 2015June 26, 2017 by Bill Schmick Noise in, noise out
April 27, 2015April 24, 2017 by BMM Crude Dollars
April 14, 2015June 29, 2017 by BMM 30 Minutes with Bill Schmick – My $40,000 Knee
March 25, 2015April 24, 2017 by BMM Don’t Flinch
February 11, 2015July 14, 2017 by BMM 30 Minutes with Bill Schmick – Education Show, Part 2
January 15, 2015 by BMM Oil Assisted Tailwinds
January 8, 2015July 14, 2017 by BMM 30 Minutes with Bill Schmick – Education Show, Part 1
December 29, 2014 by BMM Economic Outlook for 2015
November 17, 2014July 17, 2017 by BMM Income Inequality, Part II
November 17, 2014July 17, 2017 by BMM Income Inequality, Part I
October 22, 2014July 17, 2017 by BMM Retirement Tips from Bill Schmick (Video)
October 16, 2014April 24, 2017 by BMM Dissecting the Decline
September 11, 2014July 17, 2017 by Bill Schmick Watch Bill’s interview on GNAT TV
August 22, 2014 by BMM Shallow Mid-Term Year Correction
June 30, 2014 by BMM 2014 Mid-Year Outlook
June 2, 2014 by BMM Stage 2 Update
April 11, 2014 by BMM Shifting Stages: Stage 2 in Sight
April 10, 2014 by BMM An Eye on Europe: From Winter to Spring
March 17, 2014 by BMM Stages
December 30, 2013 by BMM Economic Outlook for 2014
September 25, 2013 by BMM A New Allocation for a New Era
September 3, 2013 by BMM September Slide
June 17, 2013 by BMM 2013 Mid-Year Update
June 11, 2013 by BMM Overextended, Overbought, Overdue, but not Over
December 20, 2012 by BMM Economic Outlook for 2013
October 8, 2012 by BMM All Things Foreign
October 8, 2012 by BMM Eurozone & UK the Most Attractive Global Regions
October 8, 2012 by BMM Brazil
October 8, 2012 by BMM Watching for Bubbles in China
October 8, 2012 by BMM The U.S. is Negatively Affecting the Global Economy
October 8, 2012 by BMM Invest in Asia (ex-Japan)
October 8, 2012 by BMM Japan’s Earthquake and Global Economic Ramifications
October 8, 2012 by BMM Slightly Bullish, But Alert
October 8, 2012 by BMM The Market Sell-off of February 27th
October 8, 2012 by BMM Volatility Renewed, Confidence Eroding
October 8, 2012 by BMM Questions for Q2 2007
October 8, 2012 by BMM Correction Coming (but they’re always coming)
October 8, 2012 by BMM Return Compression is the Enemy
October 8, 2012 by BMM Revisiting May 3, 2007
October 8, 2012 by BMM Finger on the Trigger
October 8, 2012 by BMM 1987 Remembered
October 8, 2012 by BMM Weak Rally Implications
October 8, 2012 by BMM Where’s the Little Guy?
October 8, 2012 by BMM About That Correction…
October 8, 2012 by BMM Cut and Run at 1438
October 8, 2012 by BMM When everyone is looking one way…
October 8, 2012 by BMM Retest Coming; Consumer Staples & Health Care Still Best Bets
October 8, 2012 by BMM Revisiting the Risk Level
October 8, 2012 by BMM Three-and-a-Half Times Per Year
October 8, 2012 by BMM Contrasting Sell in May
October 8, 2012 by BMM Cut and Run at 1312
October 8, 2012 by BMM 1969 Revisited
October 8, 2012 by BMM Summer Rally vs. New Bull Market
October 8, 2012 by BMM Watch the Rally With Suspicion, Not Greed
October 8, 2012 by BMM Watch the Rally With Suspicion, Not Greed – Part II
October 8, 2012 by BMM Watch the Rally With Suspicion, Not Greed – Part III
October 8, 2012 by BMM The Mother of all Bear Market Rallies
October 8, 2012 by BMM Dow 10,000, Here We Come (Again)
October 8, 2012 by BMM Valuations
October 8, 2012 by BMM It Feels Like 1974
October 8, 2012 by BMM Increasing Equity Exposure Again
October 8, 2012 by BMM Short- and Long-Term Considerations
October 8, 2012 by BMM Cyclical Bull in a Secular Bear
October 8, 2012 by BMM A Technical Correction
October 8, 2012 by BMM Disruption of the Primary Trend
October 8, 2012 by BMM It Is Different This Time
October 8, 2012 by BMM Summer Rally?
October 8, 2012 by BMM Uncomfortably Conservative
October 8, 2012 by BMM Sharp, But Ordinary, Correction
October 8, 2012 by BMM What’s Next?
October 8, 2012 by BMM Changes are a Comin’
October 8, 2012 by BMM Earnings Season Meets the Debt Ceiling
October 8, 2012 by BMM What We Are Watching
October 8, 2012 by BMM The Process of Bottoming Out
October 8, 2012 by BMM Year-End Stock Market Expectations for 2011
October 8, 2012 by BMM Finding Optimism Amidst the Worry
October 8, 2012 by BMM Conservative But Not (Yet) Scared
October 8, 2012 by BMM ISM Rebounds Above 50
October 8, 2012 by BMM Existing Home Sales Slip
October 8, 2012 by BMM Net Home Sales Plunge
October 8, 2012 by BMM Economy Growing No Better Than Trend
October 8, 2012 by BMM Get Ready for the Rate Cuts
October 8, 2012 by BMM Big Rebound in Payrolls
October 8, 2012 by BMM Start of a Housing Bottom
October 8, 2012 by BMM The Economy vs. The Fed
October 8, 2012 by BMM Consumer Spending to Push the US Toward Recession
October 8, 2012 by BMM More Recessionary Evidence
October 8, 2012 by BMM Economy Still Solidly in Recession
October 8, 2012 by BMM Recovery
October 8, 2012 by BMM Recovery – Part II
October 8, 2012 by BMM Manufacturing Turns Positive
October 8, 2012 by BMM November Surprise
October 8, 2012 by BMM Oil Shocks and the Economy
October 8, 2012 by BMM Economic Outlook for 2007
October 8, 2012 by BMM Charts & Graphs (Indicators and Interpretations for 2007)
October 8, 2012 by BMM Subprime Mortages
October 8, 2012 by BMM Mid-Year Economic Outlook for 2007
October 8, 2012 by BMM CEO’s Recession Prediction
October 8, 2012 by BMM This Time It Is Different
October 8, 2012 by BMM Not Seeing a Recession in 2007
October 8, 2012 by BMM About that Recession
October 8, 2012 by BMM Level Three Accounting
October 8, 2012 by BMM Conflicting Data
October 8, 2012 by BMM Economic Outlook for 2008
October 8, 2012 by BMM Following The Lead
October 8, 2012 by BMM Walking the Recession Fence
October 8, 2012 by BMM 2008 Outlook – A Quarterly Update
October 8, 2012 by BMM Not A Recession, But Still Lousy
October 8, 2012 by BMM 2008 Mid-Year Update
October 8, 2012 by BMM A 10-Day Pause, a 4-Month Rally, a Lifetime of Higher Taxes, and Difficulty for the Economy in 2009
October 8, 2012 by BMM 1982, not 1932
October 8, 2012 by BMM Economic Outlook for 2009
October 8, 2012 by BMM “Bottoming Process” – a 15-Month Old Cliché
October 8, 2012 by BMM Lacking Bearish Confirmation – But on the Brink
October 8, 2012 by BMM Second Quarter Update for the Economic Outlook for 2009
October 8, 2012 by BMM Second Half Update for Economic Outlook for 2009
October 8, 2012 by BMM Recession Ending. Recovery Beginning.
October 8, 2012 by BMM Holding and Upgrading.
October 8, 2012 by BMM Changing of the Guard.
October 8, 2012 by BMM Economic Outlook for 2010.
October 8, 2012 by BMM Second Quarter Update for the Economic Outlook for 2010.
October 8, 2012 by BMM 2010 Mid-Year Update .
October 8, 2012 by BMM Third Quarter Update for the Economic Outlook for 2010 .
October 8, 2012 by BMM Economic Outlook for 2011 .
October 8, 2012 by BMM Second Quarter Update for the Economic Outlook for 2011 .
October 8, 2012 by BMM Second Quarter Update for the Economic Outlook for 2012.
October 4, 2012 by BMM The Fed’s Blueprint
October 4, 2012 by BMM The Majority of the Damage Likely Done
October 4, 2012 by BMM 2011 Mid-Year Update
October 4, 2012 by BMM Economic Outlook for 2012
December 16, 2011June 13, 2017 by Bill Schmick Why everyone should have a will
May 14, 2009June 13, 2017 by Bill Schmick High Noon for Social Security