“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...
Assembling an unrivaled team is the foundation of our work to Make Life Better for you. Continuing to raise the bar for our entire industry, BSW Wealth Partners is honored to be named to the esteemed 2022 Outside Magazine’s list of Best Places to Work in the Nation...
LISTEN ON SPOTIFY | LISTEN ON APPLE PODCASTS Climbing a mountain is no different than investing — one misstep and you could plummet. If you want to summit Mt. Everest, you need someone who has been there before to reduce your risk and master expectations. In this...
![[PODCAST]: The Impact Sherpa with David Wolf!](https://bsw.com/wp-content/uploads/2022/10/BSW-blog-size-featured-image-1080x675.jpg)
