As the year winds down, many BSW Clients are thinking about how to make a meaningful impact through charitable giving. One of the most flexible and tax-efficient tools available is the Donor Advised Fund (DAF). A quick refresher on how Donor Advised Funds work:...
The Invest In Others Charitable Foundation, a nonprofit organization dedicated to amplifying, celebrating, and inspiring the charitable work of the financial services community, recently recognized BSW CEO David Wolf with the Catalyst Award – Honorable Mention...
This week marks the official, astronomical end of summer and start of fall. Looking back, BSW is grateful to our clients, partners, and colleagues for another successful 929 Summer Series! The 2025 929 Summer Series supported six amazing non-profit organizations:...
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...
