Birch Run Financial
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The advisors at Birch Run Financial work to help individuals with a variety of retirement planning a Member FINRA/SIPC.
We believe comprehensive retirement planning begins with a thorough understanding of our clients' needs. Before we make any recommendations, our job is to completely understand not only where you are today, but where you are going and what you'd like to do when you get there. Only then, can we construct a plan to help achieve your goals. And planning for a lifetime of retirement income does not end there. Our dedication to ongoing communication and client education allows us to monitor and adjust your plan as your needs change. Through a risk-managed, tactical asset allocation approach, our goal is to manage risk in an effort to give our clients the best chance of long-term success. The services we provide include:
-Financial Planning
-Retirement Planning
-Investment Management
-Risk Management
-Estate Planning
Feel free to contact us if you have any questions about your own financial goals. Securities offered through Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Birch Run Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm
10/05/2026
Senior Strategist Doug Drabik explains why an interim change in a bond's market price doesn't necessarily change its purpose. A statement reflects what a bond is worth today; an individual bond portfolio is built around the income, cash flow and principal it is designed to deliver over time.
Weekly Bond Market Commentary: October 5, 2026 raymondjames.com
10/01/2026
September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:
September review: Bond market in focus as Treasury yields climb raymondjames.com
10/01/2026
The S&P 500 index has largely grinded sideways for the last two months, weathering the impact of higher oil prices and interest rates.
Read more in the Weekly Market Guide.
Weekly Market Guide: September 30, 2026 amazonaws.com
When markets get volatile, many investors feel like they need to act. Shift allocations, move to cash, or try to anticipate what happens next.
The challenge is that market predictions are rarely accurate. Even experienced firms and analysts consistently miss the mark, especially during periods of uncertainty.
This video explains why trying to make short-term bets can lead to costly mistakes, and why a long-term approach built around a thoughtful allocation tends to hold up better over time.
If your strategy depends on getting the next move right, it may be worth taking a closer look.
Are you confident your plan can hold up through uncertainty? If not, let’s connect.
09/28/2026
Strategist Drew O'Neil examines the forces pushing Treasury yields higher and why today's elevated yields may present an opportunity to lock in attractive income for longer.
Weekly Bond Market Commentary: September 28, 2026 raymondjames.com
09/24/2026
Shifting Market Leadership: Market leadership has shifted in the wake of the latest Federal Reserve decision with market appetite for risk improving.
Read more in the Weekly Market Guide.
Weekly Market Guide: September 23, 2026 GCM_Weekly_Market_Guide.pdf
09/21/2026
Strategist Drew O'Neil explains that investors once had to take on more credit risk to meet their yield goals. Today's fixed income market offers higher yields in higher-quality bonds.
Weekly Bond Market Commentary: September 21, 2026 raymondjames.com
09/17/2026
$100 oil and 5% 10-year Treasury yields are the main focus. Not only at elevated levels, but their rate of change has been sharp. This can dampen consumption, investment, and economic momentum longer they persist.
Read more in the Weekly Market Guide.
Weekly Market Guide: September 16, 2026 amazonaws.com
09/14/2026
Senior Strategist Doug Drabik explains why changes in a bond's market price don't necessarily change its underlying benefits, including predictable income, cash flow and return of principal at maturity, assuming the issuer meets its obligations.
Weekly Bond Market Commentary: September 14, 2026 raymondjames.com
09/10/2026
Consolidation Within an Uptrend: The S&P 500 remains in an uptrend but has been consolidating following its early August breakout.
Read more in the Weekly Market Guide.
Weekly Market Guide: September 9, 2026 amazonaws.com
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595 E Swedesford Road
Wayne, PA
19087
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
| Saturday | 9am - 3pm |
| Sunday | 11am - 3pm |
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