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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.(…)

Brian Hackleman, Compliance Officer Attended a seminar sponsored by the U.S. Securities and Exchange Commission in Chicago, IL. This year’s seminar focused on the compliance deficiencies most frequently identified in examinations conducted during the past year. There was also a special session designed to address the compliance concerns of newly-registered investment advisers. BCWM has a good(…)

Prior to November 2009, the Investment Commentary was distributed as a downloadable PDF. You may find such issues from 2007 here. November 2007 December 2007

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