
The Blog

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...
BSW Recognized by InvestmentNews
BSW Wealth Partners takes great pride in being an independent, employee-owned...
Q4 Market Update & Commentary
"Mental models” are on the menu in this latest BSW market update. Looking...
BSW Wealth Partners named to Real Leaders 200 Top Impact Companies List of 2022
BSW Wealth Partners is conscious of every step on our journey to Make Life...
Note from the CEO . . .
We awoke New Year’s Eve with heavy hearts. The wrenching images of devastating...
Colorado Gives Day
Community First Foundation and FirstBank will present Colorado Gives Day...
Graduation Announcement: Deepening into Purpose
As we approach this Thanksgiving holiday, allow me to leave you with this final thought. What are YOU grateful for today?
Q3 Market Update & Commentary
Welcome to fall. We’ve had a splendid autumn here in the Boulder / Denver...
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...
Navigating New Beginnings: Financial Confidence Post-Divorce with BSW Advisors
If divorce has recently become a part of your story, then you know it can be a...
“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.