US markets tumbled more than -3% Monday and are down again today on a mélange of fears ranging from tariffs to recession, inflation, and general uncertainty. The post-election rally has completely unwound with the S&P 500 off -9% from its record high on February...
At BSW, we are proud to celebrate International Women’s Day (IWD), a day dedicated to recognizing the accomplishments, resilience, and contributions of women globally. This year’s theme, “Accelerate Action for Gender Equality,” serves as a call...
“The only things certain in life are death and taxes” – but that doesn’t mean taxes have to be painful! Whether you’re a seasoned tax filer or tackling your returns for the first time, this guide will help you navigate tax season 2025 with...
Hello BSW Readers, I’m Katherine St. Onge, and I’ve recently joined BSW as Director of Investments. In my role, I provide leadership to the Investment Group and oversee BSW’s investment offering. As we start 2025, I wanted to share our team’s insights on...
At BSW, we strive for transparency and clarity in the investment solutions we provide for our clients. As such, we want to inform you of a recent decision we made to transition from using the term Values-Aligned Investing to Sustainable Investing. This shift in...