Safety and Security of Client Assets For BSW, the safety and security of client assets are of paramount importance. Consequently, the strength, stability, and financial condition of our custodians (Schwab and Fidelity) are critical. Following Silicon Valley Bank’s...
BSW has been closely following the banking issues that started to unfold last week. While it is unnerving to see banks fail, we feel that the combination of recent swift actions by both the FDIC and Federal Reserve will stem any further contagion. What caused these...
Greetings from all of us at BSW! Through early 2023 we have enjoyed catching up with many of you during Q1 check-ins, strategy reviews and tax planning sessions. Like baseball teams regrouping for spring training, we believe this is the time of the year to take...
2022 earnings season for US publicly-traded companies is underway, and, as always, it has been very interesting to follow. During the earnings call of one of the big banks, the CEO’s comment about their net interest income floored me: “$560 billion in consumer...
BSW Wealth Partners is conscious of every step on our journey to Make Life Better for our clients, staff, and our community. Continuing to raise the bar for not only ours but all industries, BSW is honored to be named to the esteemed “Real Leaders Top Impact Companies...
