“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...
Our annual family BBQ which took place at the end of August is more than just a chance to enjoy delicious food and the company of BSW colleagues and their families. It has become a tradition and celebration of our community and a reminder of the values we stand for....
Picture the U.S. economy right now as a balancing act –much like Goldilocks searching for that perfect bowl of porridge. Not too hot, not too cold, we’re watching an economy that’s striving to find its sweet spot. The Federal Reserve (Fed), our economic chef, is...
