August Market Commentary

What better time for a check-in than late August? As we coast towards Labor Day, many of our lives shift gears to some extent. While we are between cogs, below are some market thoughts and reassurances to go with your late summer ice-filled glasses of lemonade....
BSW Wealth Partners named to 2020 Financial Times 300 Top RIAs

BSW Wealth Partners named to 2020 Financial Times 300 Top RIAs

BSW Wealth Partners, Inc., a Public Benefit Corporation was named to the 2020 elite list of wealth managers based on some of the most desirable traits in an investment advisor. Amid C-19, the Financial Times Top 300 RIAs (FT 300) underscores the importance of finding...

Q2 Portfolio Commentary & Update: Plinko Anyone?

What is Driving the Market? How can it be? The more the economy degrades and the worse the health crisis gets, the more the stock market goes up! A bottom-line comparison of a June 2020 versus a March 2020 brokerage statement almost washes away that nagging sense of...
GEN out of Ten

GEN out of Ten

BSW is equally thrilled and humbled to announce our Gender Equity Now Certification (GEN). Companies obtaining the GEN Certification are recognized for upholding the national “gold standard” for gender equity in the workplace. The journey of certification is not for...
Q1 2020 Portfolio Commentary & Update: Fireside Chat

Q1 2020 Portfolio Commentary & Update: Fireside Chat

Back in the early 1930s, when the nation was facing unprecedented financial troubles, a comforting and calming voice reached out through radios in living rooms across the nation. Franklin D. Roosevelt’s informal, personal and brutally honest fireside chats were meant...