School bells are ringing! We hope your summer was restful yet lively, filled with meaningful moments, new adventures and time to recharge for the exciting season ahead. While kids took the summer off, equities hardly rested. Year-to-date, the S&P 500 Index is up...
The second quarter of 2025 began dramatically, as the Trump Administration’s ‘Liberation Day’ announcement sent markets tumbling amidst fears of unprecedented tariff rates. Fortunately, BSW’s annual rebalancing process coincided with U.S. stocks entering...
With excitement and a heavy heart, it is our honor to announce that longtime BSW team member Elias Bachmann will be moving to Switzerland this July and winding down his role with the firm. A dual US- and Swiss-citizen, Elias’ move is the realization of a lifetime goal...
Please join us for the second session of the 929 PRL Summer Series this Thursday, June 26th, from 4:30pm to 6:30pm! Live music from guitarist Michael Lancaster, catered food and drinks, and spectacular Flatirons views from the 929 Pearl deck. This Thursday’s...
“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...
