The Blog
Swiss Family Bachmann – Important BSW Announcement!
With excitement and a heavy heart, it is our honor to announce that longtime...
You are invited! 929 PRL Series – Event #2 – This THURSDAY, June 26th!
Please join us for the second session of the 929 PRL Summer Series this...
Portfolio Update – Triggered Rebalancing!
"In the end everything will be okay . . . and if it's not . . . it's not the...
Welcome Summer! 929 PRL Series Returns TOMORROW – May 22nd!
Summer Fun Awaits! The 929 PRL Summer Series Returns! Summer is back and so is...
Q1 2025 Commentary: A Lesson in Resilience
Last week, amid chaos in the financial markets, I attended a parent...
BSW Market Update
US markets tumbled more than -3% Monday and are down again today on a mélange...
Celebrating International Women’s Day: Accelerating Action for Gender Equality
At BSW, we are proud to celebrate International Women's Day (IWD), a day...
Your No-Stress Guide to Tax Season 2025
"The only things certain in life are death and taxes" – but that doesn't mean...
Q4 2024: Reflecting on 2024 and Preparing for 2025
Hello BSW Readers, I'm Katherine St. Onge, and I’ve recently joined BSW as...
BSW Wealth Partners Named a “Most Transparent” Finalist in Real Leaders 2025 Top Impact Companies
BSW Wealth Partners continues our journey to Make Life Better for our clients,...
Embracing The Term Sustainable Investing: A Shift in Terminology for Greater Clarity
At BSW, we strive for transparency and clarity in the investment solutions we...
Double Your Impact on Colorado Gives Day 2024!
It's happening NOW! Today, December 10th, is Colorado Gives Day – our state's...
From Family BBQs to Financial Savvy: Money Education for Kids and Teens
Our annual family BBQ which took place at the end of August is more than just...
Q3 2024: Balancing Growth, Rates, and Recovery
Picture the U.S. economy right now as a balancing act –much like Goldilocks...
Make a Difference, Have a Blast: 929 PRL Summer Series: EFAA
Ready for a night out that matters? Join us this Thursday, August 22nd, for...
BSW Wealth Partners: Boulder’s B Corp Financial Advisor Quietly Surpassing Industry Giants
"How do I know if my wealth manager is genuinely looking out for me?" "Can a...
From Inflation to AI: Key Trends Shaping 2Q2024 Financial Markets
In the realm of global economics and financial markets, 2024 has been shaped...
Investing with Purpose: Custom ESG stock Portfolios
BSW continues its legacy in Impact investing with our custom-built ESG stock...
Forget the Bull, the Honey Badger is Loose: 1Q2024 Market and Asset Class Insights
In the vast expanse of the African savannah there roams a creature that...
Understanding the Corporate Transparency Act for Business Owners to Avoid Penalties
As part of the U.S. government’s efforts to combat illicit activity such as...
BSW Wealth Partners: Redefining Wealth Management Through Authentic Independence
Who is BSW Wealth Partners? In the complex world of finance, BSW Wealth...
Q4 Market Update and Commentary – Surviving the Roller Coaster
Embracing the Ride: Market Dynamic of 2023 If you stay fastened for the...
BSW Wealth Partners: A Top Impact Company of 2024
BSW Wealth Partners is conscious of every step on our journey to Make Life...
2024 CEO Letter
At 4:10pm JST on New Year’s Day 2024 (just after Midnight of 01.01.24 MST), a...
Happy New Year!
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Join BSW Wealth Partners’ Staff in Celebrating Colorado Gives Day on December 5th, 2023
Since its inception in 2010, Colorado Gives Day has been a beacon of hope and...
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“Fair and Balanced” Disclosure
The blog content and market commentary contained above is intended for convenience, educational, and informational purposes only. Nothing herein should be construed as individualized advice or recommendations, and the discussions contained on this blog are not a substitute for investment advice from a professional adviser. Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced herein.
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