Archives

Monthly Archive for: ‘January, 2020’

Home / Archives for January 2020

Financial Planning for the Year Ahead

Frank Herbert’s classic 1964 sci-fi novel, Dune, starts with the pre-chapter quote, “a beginning is the time for taking the …

4Q 2019 Market Commentary

Like biology or chemistry, asset valuation is a science of ratios, formulas, models, and rules of thumb. As with any …

Disclosures

Birchbrook is an SEC Registered Investment Advisor. It is neither offering nor rendering personalized investment advice or financial planning advice through this web site. This site is limited to dissemination of general information about the Advisor’s services. Birchbrook may transact business only in states in which it is registered, or states in which it is excluded or exempted from registration. Birchbrook is currently registered in ME, NY, TX, and FL, and has de minimus exemption to transact business for clients in other states. Additional information is available on Form CRS – Relationship Summary.

Birchbrook can only render advice after the delivery of a Disclosure Statement (Click Here) and the execution of either an Agreement to Provide Investment Management Services or a Consultation Agreement, signed by the client and the firm.