BSW Wealth Partners is a proud sponsor of the upcoming 929 PRL Summer Series! After a long hiatus, we are all eager to get out and enjoy the beautiful weather and our community’s vibrant energy. The 929 PRL Summer Series is not just any ordinary event. It is a...
The first quarter of 2023 likely will be remembered as the quarter in which banking issues bubbled to the surface. In the case of SVB Bank and Signature Bank, those bubbles went pop. What other things are going on beneath the relatively placid surface of the market?...
Safety and Security of Client Assets For BSW, the safety and security of client assets are of paramount importance. Consequently, the strength, stability, and financial condition of our custodians (Schwab and Fidelity) are critical. Following Silicon Valley Bank’s...
As an independent investment advisory firm, we take great pride in our deep experience, exceptional service, transformative relationships, and vibrant culture. We believe that our success is a reflection of our clients and community, and that’s why we’re...
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...
