ESG Updates . . .

ESG Updates . . .

BSW Wealth Partners is always looking for ways to raise the bar in ESG Investing. Today we are excited to announce another step of advancements for the ESG, SRI, and Impact Investing space.   BSW partners with what we believe are best-in-class managers,...
Choosing an Advisor: What You Should Know

Choosing an Advisor: What You Should Know

*Updated 11/17/2021 Let’s be honest: Hiring an advisor can be daunting – it’s technical, time consuming and the stakes are high. You want to get it right, but how do you know? As you begin speaking with advisors, it would be helpful if you could evaluate them...
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?

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...