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175 Parfitt Way SW #N230

Bainbridge Island, WA 98110

Office: 206.446.0157
Fax: 206.842.8910

info@bcmportfolios.com

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WHO WE ARE

One of our primary goals is to develop a long-term, trusting relationship with you.

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WHAT WE DO

One of the things that makes us more effective as financial advisors is our independence.

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HOW WE WORK

Insights and understanding that can help you better define your financial objectives.

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Helpful Content

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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