Q1 2025 Commentary: A Lesson in Resilience

Q1 2025 Commentary: A Lesson in Resilience

Last week, amid chaos in the financial markets, I attended a parent orientation for my son’s new school. As educators presented diverse learning opportunities to cultivate a range of skills and interests, it was reassuring to hear that a child could be prepared for an...
BSW Market Update

BSW Market Update

US markets tumbled more than -3% Monday and are down again today on a mélange of fears ranging from tariffs to recession, inflation, and general uncertainty. The post-election rally has completely unwound with the S&P 500 off -9% from its record high on February...
Your No-Stress Guide to Tax Season 2025

Your No-Stress Guide to Tax Season 2025

“The only things certain in life are death and taxes” – but that doesn’t mean taxes have to be painful! Whether you’re a seasoned tax filer or tackling your returns for the first time, this guide will help you navigate tax season 2025 with...
Q4 2024: Reflecting on 2024 and Preparing for 2025

Q4 2024: Reflecting on 2024 and Preparing for 2025

Hello BSW Readers, I’m Katherine St. Onge, and I’ve recently joined BSW as Director of Investments. In my role, I provide leadership to the Investment Group and oversee BSW’s investment offering. As we start 2025, I wanted to share our team’s insights on...