For high-income earners and affluent families, retirement isn’t merely a financial endpoint — it’s a transition best met with foresight, precision, and the seamless integration of wealth, tax, and lifestyle planning. Yet even among financially successful...
Autumn brings a season of change. A time when colors shift and the leaves begin their slow descent to the ground. In some ways, the Federal Reserve seems to be entering its own fall season with interest rates finally drifting lower. In September the Fed delivered a...
As the year winds down, many BSW Clients are thinking about how to make a meaningful impact through charitable giving. One of the most flexible and tax-efficient tools available is the Donor Advised Fund (DAF). A quick refresher on how Donor Advised Funds work:...
The Invest In Others Charitable Foundation, a nonprofit organization dedicated to amplifying, celebrating, and inspiring the charitable work of the financial services community, recently recognized BSW CEO David Wolf with the Catalyst Award – Honorable Mention...
This week marks the official, astronomical end of summer and start of fall. Looking back, BSW is grateful to our clients, partners, and colleagues for another successful 929 Summer Series! The 2025 929 Summer Series supported six amazing non-profit organizations:...
