Schwab Back in the News – A Note from BSW’s CEO

Schwab Back in the News – A Note from BSW’s CEO

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....

Q2 Market Update and Commentary – Surprising Sentiment

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...
[PODCAST]: The Impact Sherpa with David Wolf!

[PODCAST]: The Impact Sherpa with David Wolf!

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]: Financial Self Care with Julie Martinez!

[PODCAST]: Financial Self Care with Julie Martinez!

LISTEN ON SPOTIFY  |   LISTEN ON DEEZER    Managing a business and going through a major transition are difficult enough on their own. But if your business is going through a huge financial shift, then that’s even more challenging. With the stress that comes with...