
The Blog

BSW Wealth Partners one of 50 Best Places to Work in 2021 – Outside Magazine
Assembling an unrivaled team is the foundation of our work to Make Life Better...
ESG Updates . . .
BSW Wealth Partners is always looking for ways to raise the bar in ESG...
ESG and the Values Aligned Experience
Did you ever consider you could quantify how many metric tons of CO2 emissions your investments helped to avoid? How about knowing how many companies you are invested in that have female members in senior management? Along with keeping you on track to meet your financial goals, we report back on whether you are on track to meet your ESG goals as well.
Challenge and Opportunity
“It is not the strongest of the species that survives, nor the most...
ESG Stock Investing
Before we dive into how BSW allocates client portfolios towards ESG/Values...
Q2 Market Update & Commentary
Read the most recent commentary here: Q32021 It is remarkable what coming out...
What is ESG Investing?
What you need to know about ESG investing ESG investing can be defined as the...
Inflation Station
Up until March of this year, if you were tuning in for rumblings of inflation,...
Q1 Market Update and Commentary
One year after COVID-19 in America – a financial perspective Read the most...
Return to Resilience . . .
Yesterday’s horrific, incomprehensible shooting in Boulder left all of us...
BSW Market Update: GameStop Frenzy a Nonstarter?
GameStop. Robinhood. Reddit. Short squeeze. Hedge funds. Should investors be...
The Next Chapter – Finances After Divorce
If divorce has recently become a part of your story, then you know it can be a...
Retirement Plans You Can Feel Good About
Many 401(k) platforms and options are clunky, expensive, and they certainly...
Q1 2021 Portfolio Commentary and Outlook
Read the most recent commentary here: Q32021 2020 is in the books. From the...
Keep the Lights on Colorado
Let this sink in: One in four Coloradans can’t afford basic needs. A third...
Everything You Need to Know: Public Benefit Corporations
Read BSW's PBC Report On the surface, being a Public Benefit...
Giving Thanks . . .
Imagine being told in late December 2019 that the world would be hit by a...
Will the Election Have an Effect on the Market?
Welcome to the 4th quarter 2020. It seems we are entering crazy season. Crazy...
Choosing an Advisor: What You Should Know
Do you need help managing your money? Here are questions to keep in mind as you interview advisors and wealth management firms.
A note from the CEO
There is always a bright side. Colorado’s tragic fires have yielded...
BSW Voted the #1 Best Place to Work in 2020 by the Denver Business Journal*
Last month, BSW announced its recognition on the Financial Times Top 300 RIA...
BSW Wealth Partners named Changemaker
BSW Wealth Partners was presented with the Changemakers Award at this year's...
August Market Commentary
What better time for a check-in than late August? As we coast towards Labor...
BSW Wealth Partners named to 2020 Financial Times 300 Top RIAs
BSW Wealth Partners, Inc., a Public Benefit Corporation was named to the 2020...
Q2 Portfolio Commentary & Update: Plinko Anyone?
What is Driving the Market? How can it be? The more the economy degrades and...
GEN out of Ten
BSW is equally thrilled and humbled to announce our Gender Equity Now...
Market Update: Observations + Ruminations
Where did April go? I am starting to realize that there is regular time and...
“Fair and Balanced” Disclosure
The blog content and market commentary contained above is intended for convenience, educational, and informational purposes only. Nothing herein should be construed as individualized advice or recommendations, and the discussions contained on this blog are not a substitute for investment advice from a professional adviser. Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced herein.
No representations or warranties are made as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or otherwise incorporated into this website. Opinions expressed are solely those of the author, are as of the date indicated, and are subject to change without notice.
Third-party ratings should not be used as the sole basis for evaluating whether to hire or retain an investment adviser. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.