Congratulations to BSW Associate Advisor Matt Simon on becoming a CERTIFIED FINANCIAL PLANNER™ professional! An arduous process that required successfully completing requisite financial planning coursework, passing the CFP Board exam, and meeting rigorous experience...
BSW is proud to announce that on June 30th, the Private Market Impact Fund I (PMIF I) closed with just under $22M of committed capital. BSW investors can now own a diverse portfolio of private equity funds selected for their competitive financial returns while...
I consider myself very fortunate to ride my bicycle to work every day. It allows my thoughts to expand outside the influences of media and noise of the markets during my 20 mile round trip. The rhythmic cadence of pedal strokes and the breeze in my face seems to...
Markets around the world tumbled this morning on news that voters in the United Kingdom (UK) chose to exit the European Union (EU), the so-called “Brexit” referendum. In the aftermath of the vote, pundits and prognosticators are, as usual, calling for economic...
BSW Wealth Partners is pleased to announce that it has been recognized by the Financial Times as one of the top 300 Independent Registered Investment Advisors of 2016. More than 1,500 elite RIA firms were invited to apply for consideration. This is the second time...
