Navigating the Debt Ceiling and Banking Woes: Potential Opportunities for Investors As the debt ceiling and challenges plaguing banks dominate the headlines, it’s understandable if one feels a sense of apprehension regarding the current state of affairs....
We are thrilled to announce that BSW has been named the Best Financial Advisor 2023 Write-In Winner of Boulder County in the annual Best of Boulder awards. We are grateful to our community for this recognition, and we extend our sincerest thanks to all those who voted...
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...
