Burton Enright Welch

Burton Enright Welch BEW is an independent, fee-only firm in Walnut Creek, California with clients across 30+ states. The firm was founded in 1989.

We focus on delivering a high standard of service, treating our clients’ families like our own.

With a year as dismal as 2022, it’s natural to want to assign blame: inflation, the Fed, war, etc. The best and simplest...
01/12/2023

With a year as dismal as 2022, it’s natural to want to assign blame: inflation, the Fed, war, etc. The best and simplest answer may also be the least dramatic and fulfilling – markets fell a lot because they went up too much in the first place.

With a year as dismal as 2022, it’s natural to want to assign blame: inflation, the Fed, war, etc. The best and simplest answer may also be the least dramatic and fulfilling – markets fell a lot because they went up too much in the first place.

In the final days of 2022, the Federal Government signed into law the Consolidated Appropriations Act, 2023, which inclu...
01/10/2023

In the final days of 2022, the Federal Government signed into law the Consolidated Appropriations Act, 2023, which includes a retirement bill titled the SECURE Act 2.0. SECURE Act 2.0 builds upon retirement plan changes that were introduced in the 2019 SECURE Act.

In the final days of 2022, the Federal Government signed into law the Consolidated Appropriations Act, 2023, which includes a retirement bill titled the SECURE Act 2.0. SECURE Act 2.0 builds upon retirement plan changes that were introduced in the 2019 SECURE Act.

This year may not go down in infamy quite like 2000 or 2008. Still, 2022 has been tough for investors, and we’re glad to...
01/03/2023

This year may not go down in infamy quite like 2000 or 2008. Still, 2022 has been tough for investors, and we’re glad to turn the page!

Discoveries like these will generate significant benefits in the coming decades. Companies will harness their power and disseminate their value throughout the global economy. Diversified and patient investors will capture much of that value.

As we approach the end of the year, many executives are gearing up to receive their annual performance bonuses. Before y...
12/23/2022

As we approach the end of the year, many executives are gearing up to receive their annual performance bonuses. Before you commit to spending it all, consider saving & investing your bonus in a taxable brokerage account.

As we approach the end of the year, many executives are gearing up to receive their annual performance bonuses. Before you commit to spending it all, consider saving & investing your bonus in a taxable brokerage account.

How much should you defer into your deferred compensation plan?
11/22/2022

How much should you defer into your deferred compensation plan?

Meta Description: Executives need to make key decisions during deferred compensation enrollment periods. Here are tips to help you decide whether to participate and how much to defer.

How Executives can save beyond a 401(k)
11/03/2022

How Executives can save beyond a 401(k)

401(k) plans may not be enough for executives to maintain their lifestyle in retirement. Here are five ways you can save beyond your 401(k).

When will this end?
10/18/2022

When will this end?

While it’s been forty years, we have seen this movie before. No one knows whether we are in the early, middle, or late innings of this inflation story. What we do know is that the Fed is enacting a cure that has been effective. Like last time, investors must endure pain while we wait for the cure ...

Address

1850 Mt. Diablo Boulevard, Suite 335
Walnut Creek, CA
94596

Telephone

+19259328010

Website

Alerts

Be the first to know and let us send you an email when Burton Enright Welch posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category