BSW Update: Perspectives – Planning – Actions

BSW Update: Perspectives – Planning – Actions

For your efficiency, organization, and reference, this post is divided into three sections: Perspective: A briefing on recent events, markets, and outlook. Planning Considerations: Summaries of important legislation and financial planning implications. Actions &...
On Resilience . . .

On Resilience . . .

This post is about resilience. Resilience is defined as, “an ability to adapt and recover, often from misfortune, adversity, or change; aka grit.” The C-19 crisis will test our resilience and grit.  It will test us as individuals, as spouses, as parents, as leaders,...

Q1 2020 Portfolio Commentary – Welcome to the ‘20s

Happy New Year and welcome to a new decade! Personally, I hope the stock market in the 2020s mirrors that of the last ‘20s decade -the Roaring 1920s. During that period the Dow chalked up average annual compound returns of 25%. Granted, it likely helped that it was...
Swallowing a Spider to Catch a Fly

Swallowing a Spider to Catch a Fly

“You can’t really know where you are going until you know where you’ve been” Maya Angelou “The truth is that you don’t know what is going to happen tomorrow. Life is a crazy ride, and nothing is guaranteed” Eminem The above two quotes, albeit from opposite ends of the...

Q3 2019 Portfolio Commentary and Outlook – Sum-mer-time

Welcome to summer. As Ella Fitzgerald, the First Lady of Song, use to croon, “Summertime, and the living is easy. Fish are jumping and the cotton is high. Oh, your daddy’s rich and your ma is good-looking.” The living around our home office in Boulder has indeed been...

Q4 2018 Portfolio Commentary & Outlook – Volatunity

  Happy New Year! Given that 2018 ended on such a scary note, BSW would like to put some perspective on recent market movements and set the stage for what tune the market might be carrying going into 2019 and beyond. After a melodious 2017, where the S&P 500...