The Blog
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...
Explore BSW’s PBC Report: Leading the Way in Social Responsibility
Read BSW's PBC Report On the surface, being a Public Benefit...
B Corp Certification – High Standards? Us, too
Explore BSW Wealth Partners, a B Corp certified wealth management firm in Colorado, dedicated to socially responsible, ethical, values aligned investing.
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...
Q1 2020 Portfolio Commentary & Update: Fireside Chat
Back in the early 1930s, when the nation was facing unprecedented financial...
BSW Update: Perspectives – Planning – Actions
For your efficiency, organization, and reference, this post is divided into...
Colorado Support Resources
As active, aware, and conscientious community members, there are measures each...
BSW offices are closed but will remain operational
The current dynamic is and will continue to be very fluid – just like this...
On Resilience . . .
This post is about resilience. Resilience is defined as, “an ability to...
On Perspective . . .
Schools, gyms, and restaurants are going into lock down, and markets are...
BSW Operations Update
BSW is working hard to thoughtfully and diligently thread the needle of...
BSW Update: Business Operations Continue
Amidst the recent global events which continue to rapidly unfold, our BSW team...
BSW Wealth Partners: COVID-19 Update
Dire, attention-grabbing headlines are everywhere: Travel bans. Quarantines....
BSW Market Update
Investment markets around the world declined sharply (-10%) yesterday. Stocks...
Important Market Update from BSW
David Wolf here — I serve as BSW’s CEO. In light of last week’s dramatic...
Investment Update Regarding Coronavirus
BSW has been following the spread of the Coronavirus (COVID-19) very closely....
“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.
