Choosing an Advisor: What You Should Know

Choosing an Advisor: What You Should Know

*Updated 11/17/2021 Let’s be honest: Hiring an advisor can be daunting – it’s technical, time consuming and the stakes are high. You want to get it right, but how do you know? As you begin speaking with advisors, it would be helpful if you could evaluate them...
A note from the CEO

A note from the CEO

There is always a bright side. Colorado’s tragic fires have yielded spectacular, brilliant sunsets. The biggest and fastest market decline in memory has yielded the sharpest market recovery on record. Social distancing and C19 protocols are refocusing our attention on...
BSW Wealth Partners named Changemaker

BSW Wealth Partners named Changemaker

BSW Wealth Partners was presented with the Changemakers Award at this year’s Best for Colorado awards. BSW had the HIGHEST overall score on the B Corp Impact Assessment (BIA) in Colorado. The BIA measures five key areas: governance, workers, environment,...
BSW Wealth Partners named to 2020 Financial Times 300 Top RIAs

BSW Wealth Partners named to 2020 Financial Times 300 Top RIAs

BSW Wealth Partners, Inc., a Public Benefit Corporation was named to the 2020 elite list of wealth managers based on some of the most desirable traits in an investment advisor. Amid C-19, the Financial Times Top 300 RIAs (FT 300) underscores the importance of finding...

Q2 Portfolio Commentary & Update: Plinko Anyone?

What is Driving the Market? How can it be? The more the economy degrades and the worse the health crisis gets, the more the stock market goes up! A bottom-line comparison of a June 2020 versus a March 2020 brokerage statement almost washes away that nagging sense of...