Schwab Back in the News – A Note from BSW’s CEO

Schwab Back in the News – A Note from BSW’s CEO

Charles Schwab & Co. is, unfortunately, back in the financial news. This time for announcing layoffs and office closures. This past April, we posted thoughts on Schwab (here) following Silicon Valley Bank’s demise and increased scrutiny on regional banks....

929 PRL Summer Series: Supporting There With Care and Boulder Shelter

We are excited to announce the next 929 PRL event dedicated to making a positive impact on the lives of families facing adversity. Join us on July 27th from 4:30 to 7:30 as we come together to support two remarkable organizations: There With Care and Boulder Shelter...

Q2 Market Update and Commentary – Surprising Sentiment

After investment markets’ dismal performance last year and a 2023 that, to date, has featured rising interest rates and elevated inflation, stock and bond markets (up 13.93% and 2.09%, respectively, year to date) have surprised many investors.  In fact, as late as...
Investing with Confidence: Lessons from Turbulent Markets

Investing with Confidence: Lessons from Turbulent Markets

Navigating the Debt Ceiling and Banking Woes: Potential Opportunities for Investors As the debt ceiling and challenges plaguing banks dominate the headlines, it’s understandable if one feels a sense of apprehension regarding the current state of affairs....