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...
BSW Update: Perspectives – Planning – Actions

BSW Update: Perspectives – Planning – Actions

For your efficiency, organization, and reference, this post is divided into three sections: Perspective: A briefing on recent events, markets, and outlook. Planning Considerations: Summaries of important legislation and financial planning implications. Actions &...
Happy New Year!

Happy New Year!

2019 is rapidly approaching, only days remain until we ring in the new year—bringing with it celebration, reflection, and hope for the future.  As we wrap up 2018, may we find time to pause and reflect on cherished memories from this past trip around the sun....