With Thanksgiving just days away, many BSW clients will gather – whether with family, close friends, or in quiet reflection – to share a meal, reconnect, give back, or simply enjoy a day in good company. This season of turkey dinners, pumpkin pie, and shared laughter...
For high-income earners and affluent families, retirement isn’t merely a financial endpoint — it’s a transition best met with foresight, precision, and the seamless integration of wealth, tax, and lifestyle planning. Yet even among financially successful...
Autumn brings a season of change. A time when colors shift and the leaves begin their slow descent to the ground. In some ways, the Federal Reserve seems to be entering its own fall season with interest rates finally drifting lower. In September the Fed delivered a...
As the year winds down, many BSW Clients are thinking about how to make a meaningful impact through charitable giving. One of the most flexible and tax-efficient tools available is the Donor Advised Fund (DAF). A quick refresher on how Donor Advised Funds work:...
The Invest In Others Charitable Foundation, a nonprofit organization dedicated to amplifying, celebrating, and inspiring the charitable work of the financial services community, recently recognized BSW CEO David Wolf with the Catalyst Award – Honorable Mention...
