Financial Planning and Investment Management, Straightforward and Personalized.

Our mission is your goals. We'll build a plan that's right for you. And we'll work with you to see it through.

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News
BEW Named Top Adviser by the Financial Times
award Financial Times, award, top 300, RIA Ben Peters
award Financial Times, award, top 300, RIA Ben Peters
BEW Named Top Adviser by the Financial Times
award Financial Times, award, top 300, RIA Ben Peters
award Financial Times, award, top 300, RIA Ben Peters

We are proud to share that the Financial Times named Burton Enright Welch one of its Top 300 Registered Investment Advisers for 2017.

award Financial Times, award, top 300, RIA Ben Peters
award Financial Times, award, top 300, RIA Ben Peters
The Power of 0.25%: Share Class Exchanges
Expense Ratios, Compound Returns, Mutual Funds expenses, mutual funds, compound returns, share classes, institutional Ben Peters
Expense Ratios, Compound Returns, Mutual Funds expenses, mutual funds, compound returns, share classes, institutional Ben Peters
The Power of 0.25%: Share Class Exchanges
Expense Ratios, Compound Returns, Mutual Funds expenses, mutual funds, compound returns, share classes, institutional Ben Peters
Expense Ratios, Compound Returns, Mutual Funds expenses, mutual funds, compound returns, share classes, institutional Ben Peters

That ignores the opportunity cost of lost growth. Every year of Isaac’s fee savings is invested. If Isaac earned 7.00% annualized for 30 years and Henry earned 6.75%, that 0.25% difference amounts to over half a million dollars! Compound interest: the 8th wonder of the world!

Expense Ratios, Compound Returns, Mutual Funds expenses, mutual funds, compound returns, share classes, institutional Ben Peters
Expense Ratios, Compound Returns, Mutual Funds expenses, mutual funds, compound returns, share classes, institutional Ben Peters
Q1 2017 Market Commentary
Emerging Markets, Correlations, Valuations valuations, cape, anxious, emerging markets, bear market, bull market Ben Peters
Emerging Markets, Correlations, Valuations valuations, cape, anxious, emerging markets, bear market, bull market Ben Peters
Q1 2017 Market Commentary
Emerging Markets, Correlations, Valuations valuations, cape, anxious, emerging markets, bear market, bull market Ben Peters
Emerging Markets, Correlations, Valuations valuations, cape, anxious, emerging markets, bear market, bull market Ben Peters

Typically, a prolonged run of gains breeds exuberance. Instead, memories of 2000 and 2008 are short-circuiting excitement. More than in bull markets past, clients ask about rich valuations and whether we are overdue for a downturn.

Emerging Markets, Correlations, Valuations valuations, cape, anxious, emerging markets, bear market, bull market Ben Peters
Emerging Markets, Correlations, Valuations valuations, cape, anxious, emerging markets, bear market, bull market Ben Peters
Sad, Significant, and Funny
Financial Planning, Planning for Retirement retirement, financial planning Ben Peters
Financial Planning, Planning for Retirement retirement, financial planning Ben Peters
Sad, Significant, and Funny
Financial Planning, Planning for Retirement retirement, financial planning Ben Peters
Financial Planning, Planning for Retirement retirement, financial planning Ben Peters

This is a grimmer (and much less enjoyable!) version of a conversation we have with many clients.

Financial Planning, Planning for Retirement retirement, financial planning Ben Peters
Financial Planning, Planning for Retirement retirement, financial planning Ben Peters
Social Security Full Retirement Age Rises
Social Security, Legislation Social Security, Full Retirement Age Ben Peters
Social Security, Legislation Social Security, Full Retirement Age Ben Peters
Social Security Full Retirement Age Rises
Social Security, Legislation Social Security, Full Retirement Age Ben Peters
Social Security, Legislation Social Security, Full Retirement Age Ben Peters

For the first time since 2005, the Social Security full retirement age (FRA) will rise in 2017.

Social Security, Legislation Social Security, Full Retirement Age Ben Peters
Social Security, Legislation Social Security, Full Retirement Age Ben Peters
BEW's 2016 Year-End Commentary
Election, Emerging Markets, Forecasting, Investment Returns, Quarterly Newsletter, Small cap 2016, stocks, bonds, valuations, emerging markets, forecasting Ben Peters
Election, Emerging Markets, Forecasting, Investment Returns, Quarterly Newsletter, Small cap 2016, stocks, bonds, valuations, emerging markets, forecasting Ben Peters
BEW's 2016 Year-End Commentary
Election, Emerging Markets, Forecasting, Investment Returns, Quarterly Newsletter, Small cap 2016, stocks, bonds, valuations, emerging markets, forecasting Ben Peters
Election, Emerging Markets, Forecasting, Investment Returns, Quarterly Newsletter, Small cap 2016, stocks, bonds, valuations, emerging markets, forecasting Ben Peters

"Anyone who isn't confused doesn't really understand the situation." -Edward R. Murrow

Election, Emerging Markets, Forecasting, Investment Returns, Quarterly Newsletter, Small cap 2016, stocks, bonds, valuations, emerging markets, forecasting Ben Peters
Election, Emerging Markets, Forecasting, Investment Returns, Quarterly Newsletter, Small cap 2016, stocks, bonds, valuations, emerging markets, forecasting Ben Peters
Interviews with Bob About His Alma Mater
Media San Francisco, alma mater, award, USF, interview Ben Peters
Media San Francisco, alma mater, award, USF, interview Ben Peters
Interviews with Bob About His Alma Mater
Media San Francisco, alma mater, award, USF, interview Ben Peters
Media San Francisco, alma mater, award, USF, interview Ben Peters

Our Bob Enright has made a couple of appearances the last few weeks talking about his alma mater, University of San Francisco.

Media San Francisco, alma mater, award, USF, interview Ben Peters
Media San Francisco, alma mater, award, USF, interview Ben Peters
Note about the Election
Brexit, Election, Forecasting election, uncertainty, news, Brexit Ben Peters
Brexit, Election, Forecasting election, uncertainty, news, Brexit Ben Peters
Note about the Election
Brexit, Election, Forecasting election, uncertainty, news, Brexit Ben Peters
Brexit, Election, Forecasting election, uncertainty, news, Brexit Ben Peters

As Brexit demonstrated, knee-jerk reactions can be imprudent. Advising clients through myriad momentous events over the last 27 years tells us that it is generally necessary to take a deep breath and let the implications unfold.

Brexit, Election, Forecasting election, uncertainty, news, Brexit Ben Peters
Brexit, Election, Forecasting election, uncertainty, news, Brexit Ben Peters
Presidential Elections and the Stock Market
Ben Peters
Ben Peters
Presidential Elections and the Stock Market
Ben Peters
Ben Peters

The presidential election is a few weeks away. We expect that most everyone, like us, is excited for it to be over.

Ben Peters
Ben Peters
Home Bias
Globalization, International, Psychology of Investing, Statistics, Home Bias home bias, diversification, international Ben Peters
Globalization, International, Psychology of Investing, Statistics, Home Bias home bias, diversification, international Ben Peters
Home Bias
Globalization, International, Psychology of Investing, Statistics, Home Bias home bias, diversification, international Ben Peters
Globalization, International, Psychology of Investing, Statistics, Home Bias home bias, diversification, international Ben Peters

Today, a few clicks lets you buy stocks anywhere. With the world's stocks on every menu, investors' have collectively allocated capital according to the cartogram. Yet individually, investors greatly prefer domestic portfolios.

Globalization, International, Psychology of Investing, Statistics, Home Bias home bias, diversification, international Ben Peters
Globalization, International, Psychology of Investing, Statistics, Home Bias home bias, diversification, international Ben Peters

firm Profile

 

  • Founded in 1989

  • Fiduciary

  • CFPs, ChFC, JD

  • Multi-generational ownership

  • Custodian: Charles Schwab

  • Clients in X states and Y countries

  • Compensation: % of Assets Under Management