Investment Adviser Watch

Sunday, 01 March 2009 by

BCWM now subscribes to Investment Adviser Watch (IA Watch). IA Watch is a provider of compliance news and guidance to executives in wealth management. The subscription also includes the printed and electronic version of the IA Week newsletter. The newsletter complements the website with analysis of enforcement trends and the latest regulatory actions specific to(…)

Young Professional Steering Committee

Wednesday, 25 February 2009 by

Laura Carley was selected to join the Young Professional Steering Committee of the Greater Kansas City Chamber of Commerce, which strives to create mentoring and networking opportunities for young professionals who live and/ or work in Overland Park. The committee is primarily responsible for developing and launching future events that will benefit their expanding base(…)

BCWM Team Members Attend FPA Luncheon

Thursday, 19 February 2009 by

Rich Boyer, Mindy Corporon and Laura Carley attended FPA Greater Kansas City Chapter luncheon in Overland Park featuring Mr. Greg Valliere, Chief Political Strategist for the Washington Research Group. Mr. Valliere delivered an entertaining speech and discussed a broad range of issues including tax and regulatory changes, pending energy legislation and the threat of larger(…)

Prior to November 2009, the Investment Commentary was distributed as a downloadable PDF. You may find such issues from 2008 here. January 2008 February 2008 March 2008 April 2008 May 2008 June 2008 July 2008 August 2008 September 2008 October 2008 November 2008 December 2008

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Mindy Attends IMPACT Conference

Wednesday, 01 October 2008 by

Mindy Corporon, CEO, attended IMPACT, Schwab Institutional’s annual conference in Atlanta, GA on September 23 – 26, 2008. IMPACT, Schwab Institutional’s annual conference held exclusively for independent investment advisors, is the industry’s premier event. World-class keynote speakers:  Ted Turner, Lou Dobbs, David McCullough, Madeline Albright and Liz Ann Sonders, Chief Investment Strategist for Charles Schwab & Co.(…)