BGEMD Capital Advisors

NEWSLETTERS

In Context - Quarterly Newsletter

Summer 2010. The Rule, Not the Exception. The period from March 2009 through April 2010 was a great reprieve for investors. The S&P 500 Index had lost 51 percent from November 2007 through February 2009. Over the following 14 months, in one of the greatest rallies ever, it gained 65 percent.

Educated Investor - Feature Article

Why Our Advice Is Always the Same. It can be hard to hear the best course of action during tough market times may be to do nothing. It can be even harder to hear the message repeatedly as things seem to get worse. But it is a message we would not repeat if we did not truly believe it was in your best interests. The following discusses why our message is not wavering despite the market.

Seeking Shelter From the Storm. Investors seeking shelter from the current market storm may be tempted to try to bet on the next winning investment sector. The following discusses why such a strategy may not be in investors' best interests.

What To Do With Your Company-Sponsored Retirement Plan. As more members of the baby boomer generation enter retirement, tremendous amounts of wealth are being transferred in the form of retirement plans.

Equity Markets and Recessions. With the U.S. economy showing several signs of recession, investors may be tempted to move assets out of equity markets and into historically safer investments. The following discusses how equity markets have behaved before, during and after recessions and why moving assets may not be in investors' best interests.

Fifteen Rules for the Prudent Investor. This paper discusses fifteen investment principles, all of which can be part of an overall prudent approach that includes building a globally diversified portfolio of passively managed asset class investments and adhering to a carefully formed, disciplined strategy regardless of market events.