Hello BSW Readers, I’m Katherine St. Onge, and I’ve recently joined BSW as Director of Investments. In my role, I provide leadership to the Investment Group and oversee BSW’s investment offering. As we start 2025, I wanted to share our team’s insights on...
BSW Wealth Partners continues our journey to Make Life Better for our clients, staff, and community with renewed recognition from Real Leaders. We’re honored to be named not only among the Top Impact Companies of 2025 but also as a finalist in the “Most...
At BSW, we strive for transparency and clarity in the investment solutions we provide for our clients. As such, we want to inform you of a recent decision we made to transition from using the term Values-Aligned Investing to Sustainable Investing. This shift in...
It’s happening NOW! Today, December 10th, is Colorado Gives Day – our state’s biggest 24-hour giving celebration. Since 2010, generous Coloradans like you have raised over $500 million for local nonprofits, and today we’re making history again! The...
Our annual family BBQ which took place at the end of August is more than just a chance to enjoy delicious food and the company of BSW colleagues and their families. It has become a tradition and celebration of our community and a reminder of the values we stand for....
Picture the U.S. economy right now as a balancing act –much like Goldilocks searching for that perfect bowl of porridge. Not too hot, not too cold, we’re watching an economy that’s striving to find its sweet spot. The Federal Reserve (Fed), our economic chef, is...
