BCA is not for everyone – and we are proud of that distinction. We look for a select group of individuals (and their entities) whose financial position and preferences enable them to thrive while working with us.
We welcome your interest. Please give us at call at +1-406-556-8202 or fill in the form below to set up a confidential exploratory consultation.
Market Update May 2022
Market declines YTD and perspectives on high-quality growth stocks
Although we recently provided a quarterly update, the equity markets have continued to decline since then. Additionally, this year, growth stocks have materially underperformed value stocks (a sharp reversal vs. the large outperformance of growth stocks over the prior six years and more broadly since the GFC). We wish to share some of our current and evolving thoughts regarding a) reasons behind the equity market decline YTD, b) potential scenarios over the next 12 months for the S&P 500, and c) further discussion behind the growth and technology stock selloffs and potential opportunities going forward.
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