Post-Election Commentary: The “Don” of a New Era

I need a shower. Not just because it’s warranted after an hour-long spin class (an attempt to rid myself of some election night anguish), but because this whole election season has made me feel sullied. President-elect Donald Trump. Well. . . how did we get here? In...

3Q16 Portfolio Commentary & Outlook

Change is in the air. Our mountain backdrop in Colorado is dotted with brilliant yellows, reds and oranges; a refreshing morning chill has mercifully replaced steamy summer days; and as we look around, we see big changes that might influence the direction of our...

Matt Simon Awarded his CERTIFIED FINANCIAL PLANNER™ certification!

Congratulations to BSW Associate Advisor Matt Simon on becoming a CERTIFIED FINANCIAL PLANNER™ professional! An arduous process that required successfully completing requisite financial planning coursework, passing the CFP Board exam, and meeting rigorous experience...

Innovation and Collaboration

  BSW is proud to announce that on June 30th, the Private Market Impact Fund I (PMIF I) closed with just under $22M of committed capital. BSW investors can now own a diverse portfolio of private equity funds selected for their competitive financial returns while...