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KNOXVILLE, Tenn., March 18, 2015 — Back Porch Vista is proud to announce a new podcast series for advisors and financial professionals called IN SPITE OF THE NOISE: Insight, Commentary, and Value-Add for Financial Professionals. The series attempts to cut through the chatter of the financial industry and reveal actionable methods for success. With interviews from thought-leaders in the financial services industry on subjects such as marketing, technology, and business-building, IN SPITE OF THE NOISE strives for clarity in an industry…

Picture of Andrew Melnick, CFA

KNOXVILLE, Tenn., March 16, 2015 — BPV is excited to feature a new contributor to our website, Andrew Melnick, CFA. With over four decades experience at top Wall Street firms such as Merrill Lynch and Goldman Sachs, Melnick is a seasoned investor who we believe will provide meaningful insight for advisors and investors. In his new blog section, “Andy’s Outlook,” Melnick will provide commentary on breaking economic news – everything from Federal Reserve developments to overseas commodities activity. To read Melnick’s…


BPV’s Research department recently brought you a high-level view on a relatively recent investment metric: active share. During that piece, we also discussed the measurement of tracking error. To review, active share is the percentage of the fund’s portfolio that differs from its benchmark. Tracking error is a measure of how closely the return of a portfolio follows the return of an index to which it is benchmarked. While they ultimately measure different things, these two measures can work together…

EasilyDo - Virtual Personal Assistant

This is an update on EasilyDo, a great virtual personal assistant, application available for iOS and Android device.


Why is U.S. economic growth stagnant despite positive data? 2015 began with high expectations for the U.S. economy. As 2014 closed, the average price of gasoline in the U.S. fell 45% to $2.03, its lowest level since the financial crisis. Moving into the new year, the nation’s employment situation continued to improve, with job growth averaging 336,000 new jobs per month from December through February, the fastest three months of growth since 1997. Mortgage rates have continued to fall, making…

hearsay podcast flattened

KNOXVILLE, Tenn., February 23, 2015 — BPV Chief Marketing Officer Jeremy Floyd was featured today on Hearsay Social’s podcast channel speaking with Victor Gaxiola, Customer Advocacy Manager at Hearsay Social. In the interview, the two speak at length about exploring social, mobile, and digital technologies that are changing client expectations, brand development, and inbound marketing. To listen to the podcast, click here.

Image originally posted on investmentnews.com

Image above from www.investmentnews.com KNOXVILLE, Tenn., February 13, 2015 – Investment News published a new article from Back Porch Vista CEO Mike West today. Titled “The paradox of choice: Can you have too many investment options?”, the piece contributes to Investment News’s “Outside-IN” blog, which provides advisors with critical third-party perspectives. West’s article is reproduced here in full. The paradox of choice: Can you have too many investment options? By Mike West “A man has free choice to the extent…

KNOXVILLE, Tenn., February 10, 2015 — BPV Capital Management CEO Mike West was featured today on an InvestmentNews webcast titled, “Behavioral finance: Why do investors make the wrong moves at the wrong times?” In this webcast, Mr. West joined Victor Ricciardi, Assistant Professor of Financial Management at Goucher College, and Charles Widger, Founder and CEO of Brinker Capital, to discuss how advisors might help clients make better financial decisions. To register for the webcast, click here.

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U.S. equity and fixed income markets produced strong returns for 2014, to the surprise of many pundits. A number of unexpected events helped to lead U.S. securities higher, including sluggish European growth, an oil supply-driven sell-off, a strengthening of the U.S. dollar, and a decline in U.S. and global interest rates. This outlook will primarily focus on areas investors frequently express concern about, including: U.S. economic growth and interest rates Oil and its potential impact on the economy, consumers, and equities In addition, we outline the potential impact of…


The aim of marketing is to know and understand the customer so well the product or service fits him and sells itself.” -Peter Drucker Have you ever told a knock-knock joke to a group of professionals? Probably not. It’s much more likely that you would tell the knock-knock joke to a group of kindergarteners. Knowing your audience, in this case, is the difference between being a super-dad or a super-dud. You cannot be all things to all people. I once…

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