BSW has been closely following the banking issues that started to unfold last week. While it is unnerving to see banks fail, we feel that the combination of recent swift actions by both the FDIC and Federal Reserve will stem any further contagion. What caused these...
Greetings from all of us at BSW! Through early 2023 we have enjoyed catching up with many of you during Q1 check-ins, strategy reviews and tax planning sessions. Like baseball teams regrouping for spring training, we believe this is the time of the year to take...
In the dynamic landscape of Denver and Boulder, your values are a beacon guiding your decisions, including choosing a financial advisor. At BSW Wealth Partners, we understand that being an investor extends beyond financial assets—it’s about investing your time,...
2022 earnings season for US publicly-traded companies is underway, and, as always, it has been very interesting to follow. During the earnings call of one of the big banks, the CEO’s comment about their net interest income floored me: “$560 billion in consumer...
Are you tired of dealing with 401(k) platforms that are inefficient, costly, and misaligned with your company’s values? It’s time to move away from unresponsive and bureaucratic services and embrace a solution that mirrors your organization’s unique...