Markets Shrug Off a Volatile Backdrop The second quarter of 2026 seemed to test investors’ resolve early, then reward their patience. Conflict broke out between the U.S., Israel, and Iran in late February, and fears of a drawn-out disruption to oil supplies pulled the...
BSW recently concluded a portfolio rebalance following a more than 20% rise in the MSCI All Country World Index (ACWI) since our last rebalance in June 2025. In practical terms, this means we are trimming appreciated equity positions and reallocating capital back...
Navigating an Uncertain Macro Backdrop: Inflation, Rates, and the Growing Weight of Debt We are once again operating in an environment defined by uncertainty. Geopolitical tensions have escalated meaningfully, with conflict in the Middle East driving volatility across...
Last week, BSW’s Investment Group was preparing to rebalance client portfolios after the MSCI ACWI had risen nearly 20% since our last rebalance in June 2025. Over the weekend, however, markets retreated sharply following major joint military strikes on Iran by the...
Tax season for families with complex financial structures often requires more than gathering documents. It typically calls for strategic coordination. While April 15th may be months away, we believe the conversations you have with your tax advisors now can...
