
The Blog

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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Happy Thanksgiving from BSW Wealth Partners
As we gather to celebrate Thanksgiving this year, all of us at BSW Wealth...
Outside Magazine Honors BSW Wealth Partners in its Esteemed Best Places to Work List
At BSW Wealth Partners, we're thrilled to announce that we have once again...
ESG Landscape and What Lies Ahead
Understanding the Heart of ESG: Environmental, Social, and Governance Factors...
Q3 Market Update and Commentary – Economic Shifts: Adapting to New Realities
The day after BSW’s last quarterly update in July, the movie Barbie hit...
Glowing Communities: Keep the Lights on Colorado Initiative
We're thrilled to sponsor the fourth annual Keep the Lights on Colorado...
CEO’s Note – Fall 2023
You can see and feel the changes. The summer haze fading. Fall firmly taking...
929 PRL Summer Series: Supporting Rise Against Suicide and SPAN
Join us on August 31st from 4:30 to 7:30 for an event dedicated to making a...
Schwab Back in the News – A Note from BSW’s CEO
Charles Schwab & Co. is, unfortunately, back in the financial news. This...
“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.
No representations or warranties are made as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or otherwise incorporated into this website. Opinions expressed are solely those of the author, are as of the date indicated, and are subject to change without notice.
Third-party ratings should not be used as the sole basis for evaluating whether to hire or retain an investment adviser. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.