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...
