The Blog
Happy Thanksgiving from BSW Wealth Partners
As we gather to celebrate Thanksgiving this year, all of us at BSW Wealth...
Outside Magazine Honors BSW Wealth Partners in its Esteemed Best Places to Work List
At BSW Wealth Partners, we're thrilled to announce that we have once again...
ESG Landscape and What Lies Ahead
Understanding the Heart of ESG: Environmental, Social, and Governance Factors...
Q3 Market Update and Commentary – Economic Shifts: Adapting to New Realities
The day after BSW’s last quarterly update in July, the movie Barbie hit...
Glowing Communities: Keep the Lights on Colorado Initiative
We're thrilled to sponsor the fourth annual Keep the Lights on Colorado...
CEO’s Note – Fall 2023
You can see and feel the changes. The summer haze fading. Fall firmly taking...
929 PRL Summer Series: Supporting Rise Against Suicide and SPAN
Join us on August 31st from 4:30 to 7:30 for an event dedicated to making a...
Schwab Back in the News – A Note from BSW’s CEO
Charles Schwab & Co. is, unfortunately, back in the financial news. This...
929 PRL Summer Series: Supporting There With Care and Boulder Shelter
We are excited to announce the next 929 PRL event dedicated to making a...
Q2 Market Update and Commentary – Surprising Sentiment
After investment markets’ dismal performance last year and a 2023 that, to...
929 PRL Summer Series: Support Native American Rights and Environmental Conservation
Join us on June 22 from 4:30 to 7:30 for an event dedicated to making a...
Investing with Confidence: Lessons from Turbulent Markets
Navigating the Debt Ceiling and Banking Woes: Potential Opportunities for...
Best of Boulder 2023 – Best Financial Advisor!
We are thrilled to announce that BSW has been named the Best Financial Advisor...
Celebrate Community at the 929 PRL Summer Series!
BSW Wealth Partners is a proud sponsor of the upcoming 929 PRL Summer Series!...
Exploring Banking Issues & Market Activity Q12023
The first quarter of 2023 likely will be remembered as the quarter in which...
Note from BSW’s CEO regarding Schwab
Safety and Security of Client Assets For BSW, the safety and security of...
Investment News – Best Places to Work
As an independent investment advisory firm, we take great pride in our deep...
Important Update on Recent Bank Failures: What You Should Know
BSW has been closely following the banking issues that started to unfold last...
Update from the Director of Public Markets
Greetings from all of us at BSW! Through early 2023 we have enjoyed catching...
Does Your Financial Life Need a Detox?
In the dynamic landscape of Denver and Boulder, your values are a beacon...
Where does YOUR money sleep at night?
2022 earnings season for US publicly-traded companies is underway, and, as...
Transform Your Company’s Retirement Plan with BSW 401(K) Impact Consulting
Are you tired of dealing with 401(k) platforms that are inefficient, costly,...
BSW Wealth Partners named to Real Leaders 300 Top Impact Companies List of 2023
BSW Wealth Partners is conscious of every step on our journey to Make Life...
Q4 Market Update and Commentary – A Look Ahead to 2023
Happy New Year! From all of us at BSW we wish you and yours good health,...
Letter from the CEO
Each end is a beginning, and each beginning an end. As 2023 comes into focus,...
Today is Colorado Gives Day
Colorado Gives Day 2022 is today, Tuesday, Dec. 6. Colorado Gives Day has...
ESG Update: Rerouting to your Destination
Thus far, 2022 has been a rough year for investing in ESG (Environmental,...
“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.
