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...
Reflecting on market performance through the end of 2025, the annual recap and forward outlook sound strikingly familiar to the previous year. Once again, market returns diverged from many forecasts offered at the beginning of the year. Entering 2025, investors were...
“In the end everything will be okay . . . and if it’s not . . . it’s not the end.” — John Lennon, 1980 TL;DR: BSW begins a “triggered” rebalancing today (Monday, June 16, 2025). A triggered rebalance means that our equity portfolio...
