BWP Outlook – Staying Rational
“When something is on the pedestal of popularity, the risk of a decline is high. When people assume – and price in – an expectation that things can only get better, the damage done by negative surprises is profound. When something is new, the competitors and disruptive technologies have yet to arrive. The merit may […]
BWP Election Newsletter – Ignore the Noise
We don’t see things as they are, we see them as we are.– Anais Nin We have fielded several calls from clients asking us our take on the election and how it may impact the market. Our simple answer is that it is impossible to predict. To paraphrase Salena Zito with The Atlantic, “President-elect Trump should […]
Louisville Business First: 20 People to Know – Frank Barlow
View the original article here: Louisville Business First: 20 People to Know – Frank Barlow.
BWP Holiday Newsletter – An Angel Directs the Storm
Do you not think an angel rides in the whirlwind and directs the storm?Letter from John Page to Thomas Jefferson, 1776 At a time when it seems like our country feels unmoored and rife with political division, it is heartening to think of the good that abounds in the United States. “Six out of ten […]
BWP Outlook – Appraisals remain our North Star
“If you spend 13 minutes a year on economics, you have wasted 10 minutes.”– Peter Lynch During the 13 years from 1977 to 1990, Peter Lynch put together one of the best investment track records of all time by compounding capital at an astounding 29.2% per year. Those who invested $10,000 in the Fidelity Magellan […]
Louisville Business First: Why a Longtime Merrill Lynch Adviser Opened a New Wealth Management Practice
View the original article here: Louisville Business First: ‘Why a Longtime Merrill Lynch Adviser Opened a New Wealth Management Practice’
AdvisorHub: Merrill Team with Billion-Dollar Book Decamps to Open RIA in KY
Barlow Wealth Partners was recently featured in an article by AdvisorHub. “A Merrill Lynch team managing around $1 billion in assets has left to open a registered investment advisory firm in Louisville, Kentucky. Barry O. Barlow and his team on Friday opened Barlow Wealth Partners, the broker confirmed in an email. He had been generating […]
Louisville Business First: 20 People to Know in Wealth Management – Chris McIntosh
View the original article here: Louisville Business First: ’20 People to Know in Wealth Management: Chris McIntosh’
Louisville Business First: Top adviser Barlow’s tips for weathering stormy markets
Barlow Wealth’s Barry Barlow was recently featured in an article by David Serchuk at Louisville Business First. ““We’ve improved our client experience through a division of expertise,” he said. All that may be, but what to do when stock markets are volatile? Barlow said he chooses to focus on the macro picture for how securities […]