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...
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...
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...
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...
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 &...
