Birch Run Financial

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Birch Run Financial 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

We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with im...
10/15/2026

We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with improving fundamentals, supports our constructive outlook into year-end.

Read more in the Weekly Market Guide.

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Senior Strategist Doug Drabik points out that rather than trying to predict where interest rates are headed, investors m...
10/14/2026

Senior Strategist Doug Drabik points out that rather than trying to predict where interest rates are headed, investors may benefit from focusing on what today's yields can provide: meaningful income and predictable cash flow aligned with long-term financial goals.

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Senior Strategist Doug Drabik explains why an interim change in a bond's market price doesn't necessarily change its pur...
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.

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September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
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:

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The S&P 500 index has largely grinded sideways for the last two months, weathering the impact of higher oil prices and i...
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.

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10/01/2026

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.

Strategist Drew O'Neil examines the forces pushing Treasury yields higher and why today's elevated yields may present an...
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.

raymondjames.com

Shifting Market Leadership: Market leadership has shifted in the wake of the latest Federal Reserve decision with market...
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.

GCM_Weekly_Market_Guide.pdf

Strategist Drew O'Neil explains that investors once had to take on more credit risk to meet their yield goals. Today's f...
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.

raymondjames.com

$100 oil and 5% 10-year Treasury yields are the main focus. Not only at elevated levels, but their rate of change has be...
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.

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Address

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

Telephone

+14843952191

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