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Impact of 1% better returns

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A small increase in returns dramatically improve your retirement

Your financial health may be good since the performance of U.S. stocks is excellent (+400% since March 2009), improving your portfolio performance by only 1% can sustain retirement spending an additional 12 more years!

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Learn how to make smarter, more informed financial decisions

At BFM, we help you make better financial decisions so that you can have peace of mind.

Our core beliefs are:

• Asset Allocation is the most important determinant of performance            
• A globally diversified portfolio reduces risk         
• A disciplined investment process is critical         

BFM enables you to increase your wealth through independent financial advice with no conflict of interest. We neither sell products nor receive commissions. 

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This newsletter was first published in August of 2019