Last week, BSW’s Investment Group was preparing to rebalance client portfolios after the MSCI ACWI had risen nearly 20% since our last rebalance in June 2025. Over the weekend, however, markets retreated sharply following major joint military strikes on Iran by the...
Tax season for families with complex financial structures often requires more than gathering documents. It typically calls for strategic coordination. While April 15th may be months away, we believe the conversations you have with your tax advisors now can...
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...
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...
