The Blog
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,...
BSW Wealth Partners one of 50 Best Places to Work in 2022 – Outside Magazine
Assembling an unrivaled team is the foundation of our work to Make Life Better...
[PODCAST]: The Impact Sherpa with David Wolf!
LISTEN ON SPOTIFY | LISTEN ON APPLE PODCASTS Climbing a mountain is no...
Q3 Market Update and Commentary: There is a Season (turn, turn, turn)
When asked if I want the “good news” or “bad news” first, I almost always...
BSW Wealth Partners is a 2022 Best for the World™ B Corp!
BSW has been named a Best for the World™ B Corp, ranking in the top 5% of all B Corps worldwide for our sustainable business practices.
Q2 Market Update and Commentary: Markets and the Summer Swing
If you feel like a lot is going on in the world and, by extension, with...
[PODCAST]: Financial Self Care with Julie Martinez!
LISTEN ON SPOTIFY | LISTEN ON DEEZER Managing a business and going...
Update: Market Narratives
Face your fears. That’s what my father always used to say to me. I think it...
Your Financial Future and the Current Market Environment
With stock and bond volatility at multi-year highs, BSW would like to pan back...
Inflation and the Art and Science of Bonds
To say Q1 was a rough start to the year would be, from my perspective, an...
Celebrating B Corp Month: Choose a Socially Responsible Wealth Management Firm
Explore BSW Wealth Partners, a B Corp certified wealth management firm in Colorado, dedicated to socially responsible, ethical, values aligned investing.
Thoughts on Ukraine . . .
When I was a young boy, maybe seven, I was at a golf course pond in Iowa with...
International Women’s Day
International women’s day (IWD) and women’s history month marks a time of...
“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.