BSW has been closely following the banking issues that started to unfold last week. While it is unnerving to see banks fail, we feel that the combination of recent swift actions by both the FDIC and Federal Reserve will stem any further contagion. What caused these...
Greetings from all of us at BSW! Through early 2023 we have enjoyed catching up with many of you during Q1 check-ins, strategy reviews and tax planning sessions. Like baseball teams regrouping for spring training, we believe this is the time of the year to take...
2022 earnings season for US publicly-traded companies is underway, and, as always, it has been very interesting to follow. During the earnings call of one of the big banks, the CEO’s comment about their net interest income floored me: “$560 billion in consumer...
BSW Wealth Partners is conscious of every step on our journey to Make Life Better for our clients, staff, and our community. Continuing to raise the bar for not only ours but all industries, BSW is honored to be named to the esteemed “Real Leaders Top Impact Companies...
Happy New Year! From all of us at BSW we wish you and yours good health, peace, and happiness in 2023. We continue to both bless and curse Ol’ Julius Caesar for inventing the 12-month, annual calendar back in 35 BC. It is a blessing that this time marker gives us...
Each end is a beginning, and each beginning an end. As 2023 comes into focus, we gain further clarity and perspective on 2022. Was 2022 a good year? Or a bad year? I’d say both. And neither. For the first time since 1931 (more than 90 years ago!), both stocks and...
