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    Archives

    Monthly Archive for: "January, 2014"
    Home » Archives for January 2014
    0
    By David Wolf
    In BSW Blog, Economic Outlook, Portfolio Commentary, Quarterly Newsletter
    Posted January 15, 2014

    2013 Portfolio Commentary & 2014 Outlook

      “Man is not disturbed by things, but by his opinion of things.” — Epictetus Overview & Summary: The BSW Diversified Growth Portfolio returned 20.40% in 2013, its [...]

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    Archives
    • ► 2019
      • ► April
        • BSW's Annual Shred-It Day! Monday, April 22
        • Q1 2019 Portfolio Commentary & Outlook – Musical Chairs
      • ► March
        • Employee Spotlight - Elias Bachmann
        • Happy International Women's Day!
      • ► February
        • Staying Cybersecure with Jeff Lanza
        • BSW Spotlight - Debi Baydush
        • OFFICE CLOSED FRIDAY, FEBRUARY 8th
      • ► January
        • Now offering custom built, index based ESG stock portfolios!
        • Q4 2018 PORTFOLIO COMMENTARY & OUTLOOK – Volatunity
    • ► 2018
      • ► December
        • Happy New Year!
        • Happy Holidays!
        • Curiosity Did Not Kill the Cat
        • Employee Spotlight - Kat Biscornet
        • Office closing at Noon on December 6th & 7th
        • Colorado Gives Day 2018 - TODAY!
      • ► November
        • Happy Thanksgiving!
        • David Wolf recognized in Rocky Mountain Who's Who in Impact Investing
        • Employee Spotlight - Brian Lichtenheld
        • BSW WEALTH PARTNERS RECOGNIZED IN OUTSIDE’S BEST PLACES TO WORK 2018
      • ► October
        • Emerging Markets 101
        • Q3 Portfolio Commentary & Outlook – Número Trés
        • Employee Spotlight - Aaron Deitz
      • ► August
        • Celebrate The Chef Ann Foundation with us!
      • ► July
        • OFFICE CLOSED FRIDAY July 20TH
        • Q2 2018 PORTFOLIO COMMENTARY & OUTLOOK – Risky is the New Safe
        • Happy Hour for Thorne Nature Experience on July 19th!
      • ► June
        • Marbles, Golf Balls, Baseballs, Oh My!
      • ► May
        • Community Party for Western Resource Advocates!
        • Thanks, Mom!
      • ► April
        • Annual Shred-It Day! Friday, April 20th
        • Q1 2018 Portfolio Commentary & Outlook – Chickie Run
      • ► March
        • BSW Named to InvestmentNews 50 Best Places to Work in 2018
        • Happy International Women's Day!
      • ► February
        • Office Closed Friday, February 9th
        • Prepared for Turbulence
      • ► January
        • It's our B-Birthday!
        • Q4 2017 Portfolio Commentary & Outlook – Second Half of the Chessboard
        • Happy New Year from all of us at BSW Wealth Partners!
    • ► 2017
      • ► December
        • Monarch Group: Hurricane Harvey Relief Initiative
        • Office Closed Friday, December 8th
      • ► November
        • Happy Thanksgiving!
        • The month of November is especially ripe with the spirit of giving
        • BSW Wealth Partners Recognized in Outside's Best Places to Work 2017
        • Welcome, November
      • ► October
        • Q3 2017 Portfolio Commentary & Outlook – Dow 1,000,000
      • ► September
        • BSW Annual Meeting and 25th Anniversary!
        • Hurricane Harvey - Harbor Group International Helps Houston Recover
        • Overcoming the Breach Blues
      • ► August
        • OFFICE CLOSED THURSDAY AUGUST 24TH
      • ► July
        • Join Us This Thursday!
        • Q2 2017 Portfolio Commentary & Outlook – Tug of War
      • ► June
        • Office Closed July 3rd and 4th for Independence Day
        • Bike to Work Day
        • BSW Wealth Partners Named One of the Nation’s Top Advisors by Financial Times
        • 929 PRL Summer Series - There With Care
        • Welcome to the Haze
        • Community Food Share Challenge Results!
      • ► May
        • It’s About Community – BSW for BSW
        • Compete to Beat Hunger!
      • ► April
        • Q1 2017 Portfolio Commentary & Outlook – Cycle Schmycle
        • 929 PRL Summer Series
        • The only thing we have to fear . . . .
      • ► February
        • Sam Napp included in the 2017 Class of Forty under 40!
        • Confidential Document Destruction!
      • ► January
        • 4Q16 Portfolio Commentary & Outlook-Brooklyn, Not Manhattan!
        • Impact Investing Salon: February 8th, 2017 from 5:30-7:30pm
        • BSW Wealth Partners is now a Certified B Corp!
        • BSW in Our Community: CFS Volunteer Day
    • ► 2016
      • ► December
        • In Ladder We Trust
        • Colorado Gives Day 2016!
      • ► November
        • Thanksgiving Reflections
        • BSW Wealth Partners Ranked No. 39 in Outside's 2016 100 Best Places to Work
        • Post-Election Commentary: The "Don" of a New Era
        • Yiwen Chen Awarded CFA® Charter!
      • ► October
        • 3Q16 Portfolio Commentary & Outlook
      • ► September
        • Change the Ratio
      • ► August
        • Matt Simon Awarded his CERTIFIED FINANCIAL PLANNER™ certification!
        • Innovation and Collaboration
      • ► July
        • 2Q16 Portfolio Commentary
      • ► June
        • Fear or cheer the Brexit?
        • BSW Wealth Partners Named one of the Nation’s Top Advisors by Financial Times
        • Elephants, Donkeys, Bulls and Bears
      • ► May
        • BSW for BSW
      • ► April
        • 1Q16 Portfolio Commentary
      • ► March
        • International Women's Day
        • Colorado Impact Days- Accelerating Colorado’s Future
      • ► January
        • Making Sense of It All...and Staying Disciplined!
    • ► 2015
      • ► December
        • Happy New Year from BSW!
        • Colorado Gives Day 2015 & Matthews Asia Update
      • ► November
        • Thanksgiving Reflections
      • ► October
        • Important Up-date on tonight's De-bate!!!
        • Boulder-Based Accelerator MergeLane Accepting Applications for 2016 Class!
      • ► September
        • Market Jitters, Fed Dithers, and Ours To Own!
      • ► August
        • Stock Market Selloff: Context & Color
      • ► July
        • Solutions For Cyber-Security
        • The B Strong Ride -- Help Fight Cancer on August 8th!
        • 2Q15 Portfolio Commentary & Outlook
      • ► June
        • Denver Office Now Open!
      • ► April
        • 1Q15 Portfolio Commentary & Outlook
      • ► March
        • Unreasonable Institute: Unreasonable Labs Program
        • Important Market Records & Reflections . . .
      • ► February
        • 2014 Slow Money Conference
      • ► January
        • WEDx Event this Friday
        • Harbor Group "Meet the Manager" Event
    • ► 2014
      • ► December
        • 2014 Portfolio Commentary & 2015 Outlook
        • BSW in Our Community: EFAA Volunteer Day
        • Year-End Tax Strategies & Trading
        • Can Money Buy Happiness? Yes!
      • ► November
        • Boulder-Based Accelerator MergeLane Supports Women Entrepreneurs
      • ► October
        • 3Q14 Outlook & Commentary
      • ► September
        • Exploring the Financial Issues of Divorce at the 2014 Annual Family Law Institute Conference
      • ► August
        • BSW Honored as a Top US Advisory Firm!
        • Europe Update and Outlook
        • Hoodlums to Hackers - Cyber Security with FBI Special Agent Jeff Lanza
      • ► July
        • Real Estate Sustainability at Harbor Group International
        • 2Q14 Outlook & Commentary
      • ► May
        • Memorial Day / Mid-Quarter Portfolio Update
      • ► April
        • 1Q14 Portfolio Commentary: Time for Growth . . .
      • ► March
        • Harbor Group Comes To Boulder
        • BSW Great Conversation Series: February Session
        • BSW Focus: Safeguarding Client Assets
        • Monarch “Meet the Managers” - Apartment Investing in the Heartland
      • ► February
        • Welcome New BSW Team Member: Matt Simon!
      • ► January
        • 2013 Portfolio Commentary & 2014 Outlook
    • ► 2013
      • ► November
        • Umbrella Insurance
      • ► October
        • Debt Ceiling Thoughts
      • ► September
        • 3Q13 Portfolio Commentary: Climbing the Wall of Worry
        • Make Life Better
        • Boulder Flooding Resources!!!
        • BSW Update - Boulder Flood - Friday, 09.13.13
        • BSW Update - Boulder Flooding
      • ► July
        • Interest Rate Update
      • ► June
        • All That Glitters & 2Q13 Portfolio Update
        • BSW Growth Portfolio Update - High Yield, Energy, & Commodities
      • ► April
        • 2013 Conscious Capitalism Conference & CESR Stampede in Boulder -- April 15th-19th -- Free!!!
        • 1Q13 Portfolio Update & Commentary
        • 2013 Slow Money National Gathering in Boulder!!!
      • ► February
        • BSW & Local Investing @ HUB Boulder
    • ► 2012
      • ► December
        • 2012 Portfolio Commentary & 2013 Outlook
        • BSW & Impact Angel Investing
        • Broadcasting Live from D.C.!
      • ► November
        • Where’s the Growth?!
      • ► October
        • 3Q12 Update & Portfolio Commentary
        • Andrew McAfee: Are droids taking our jobs?
        • Amy Cuddy: Your body language shapes who you are
      • ► September
        • Harbor Group Florida and DC Property Visits
      • ► August
        • Coming in September: Social Impact Fund Showcase with the Impact Angel Group!
      • ► July
        • Happy 20th Anniversary!
        • 2Q12 Mid-Year Update & Portfolio Commentary . . .
      • ► June
        • RSF Social Finance Comes to Boulder
      • ► May
        • Hot Topics Among CFA's in Chicago
      • ► April
        • 1Q12 Update & 10-Year Musings . . .
        • The Bull is Loose in My Apartment!
      • ► February
        • Fun Friday Tidbits by the Numbers...
        • 1Q12 Rebalancing Update:
      • ► January
        • Portfolio Commentary: 2011 Review & 2012 Outlook
    • ► 2011
      • ► November
        • Feeding America Visits Boulder
        • Thanksgiving & 3Q11 Portfolio Update
        • Schwab Impact 2010
      • ► September
        • BSW Portfolio Update: The Policies of Volatility . . .
        • Non-Business Business
      • ► August
        • Harbor Portfolio Tour
        • BSW Portfolio Update: On Defense as Offense . . .
        • 2011 Slow Money National Gathering - October 12-14 - San Francisco
      • ► July
        • Special Update: More Proactivity (or Ants Marching Onward) . . .
        • Top Three Questions about the US Debt Drama...
        • The Debt Drama (or Comedy) . . .
        • NAIOP’s Mid-Year Real Estate Market Forecast: What does the barometer indicate for Denver metro?
      • ► June
        • Ohio and Michigan Real Estate Tour
        • BSW Meet Your Managers Event #3: Greenmont Capital Partners
        • The Unreasonable Institute Opening Reception
        • A Visit to the Big Apple
      • ► May
        • BSW's CIO meets with famed investor Mark Faber
        • BSW Meet Your Managers Event #2: Harbor Group International
      • ► April
        • Portfolio Commentary: 1st Quarter – 2011
      • ► February
        • David Wolf Included in the 2011 Class of BCBR's Forty Under 40!
      • ► January
        • Portfolio Commentary: 4th Quarter - 2010
        • Fitness 2011
        • BSW featured as a "10 For Change" Success Story by City of Boulder
        • Municipal Bond Update: Effects on YOUR bond portfolio?
    • ► 2010
      • ► December
        • Impending Doom for Municipal Bonds?!?!
        • BSW Roundtable #2
      • ► November
        • Economic Insight: Notes from China . . .
        • BSW Event: IMPACT Bond Portfolios
        • IMPACT Investing Update: Sustainable Agriculture
        • Schwab Impact Boston
      • ► October
        • Portfolio Commentary: 3rd Quarter - 2010
      • ► September
        • BSW Community Appreciation and Travel Adventure Open House
        • Tina Stenquist Awarded CFP® Certification!
        • Elias Bachmann Awarded CFA Charter!
      • ► August
        • Economic Update: Bond Fund Bubble?
        • BSW Professional Roundtable #1
        • BSW's David Wolf participates in Harvard Investment Forum
      • ► July
        • Portfolio Commentary: 2nd Quarter - 2010
      • ► June
        • BSW Speaker Series, #1: "Women, Money & Relationships"
        • Economic Update – “May you live in interesting times.”
      • ► May
        • Portfolio Update: Euro Zone Debt Crisis
        • Debi Baydush Wins Boulder County Remarkable Women Award!!!
        • BSW Succeeds in Boulder's "10 For Change" Energy Challenge!!!
        • BSW Launches IMPACT Bond Portfolios
        • BSW Launches Sustainable Agriculture IMPACT Investment
      • ► April
        • Portfolio Commentary: 4th Quarter - 2009
      • ► March
        • BSW's Debi Baydush Meets with Jim Rogers
        • A Better Perspective on Wealth
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