School bells are ringing! We hope your summer was restful yet lively, filled with meaningful moments, new adventures and time to recharge for the exciting season ahead. While kids took the summer off, equities hardly rested. Year-to-date, the S&P 500 Index is up...
The second quarter of 2025 began dramatically, as the Trump Administration’s ‘Liberation Day’ announcement sent markets tumbling amidst fears of unprecedented tariff rates. Fortunately, BSW’s annual rebalancing process coincided with U.S. stocks entering...
“In the end everything will be okay . . . and if it’s not . . . it’s not the end.” — John Lennon, 1980 TL;DR: BSW begins a “triggered” rebalancing today (Monday, June 16, 2025). A triggered rebalance means that our equity portfolio...
BSW continues its legacy in Impact investing with our custom-built ESG stock portfolios. For more than two decades, we have been at the forefront of Impact investing, evolving our ESG portfolio ingredients to align with the changing world. Our Values Aligned...
Charles Schwab & Co. is, unfortunately, back in the financial news. This time for announcing layoffs and office closures. This past April, we posted thoughts on Schwab (here) following Silicon Valley Bank’s demise and increased scrutiny on regional banks....
After investment markets’ dismal performance last year and a 2023 that, to date, has featured rising interest rates and elevated inflation, stock and bond markets (up 13.93% and 2.09%, respectively, year to date) have surprised many investors. In fact, as late as...
