2016 is rapidly approaching, only three days remain until we ring in the new year—bringing with it celebration, reflection, and hope for the future. As we wrap up 2015, may we find time to pause and reflect on cherished memories from this past trip around the sun. At BSW, as we reflect on 2015, we are full of gratitude for our extraordinary relationships with clients and colleagues. We are incredibly privileged to partner with you to Make Life Better!
Recently we have been busy with year-end tax management and asset-location efforts. For instance, you may have recently seen trades in your taxable accounts. These resulted from creating more than $330,000 in tax savings for clients while maintaining market exposure through strategic loss harvesting.
And, while the equity market will have little to show for 2015, our Direct Real Estate and Fixed Income holdings posted strong annualized returns.
As you prepare to close out 2016 remember we are still here to assist with anything you may need, including year-end gifting, though time is winding down! BSW’s Boulder and Denver offices are open until Noon on New Year’s Eve and closed on New Year’s Day.
Whether you usher in 2016 with a kiss, champagne, eating long noodles (Japan), elaborate bear costumes (Romania), or by throwing pots, pans and old furniture out your window (Italy); we wish you great tidings, prosperity, and happiness.
From all of us at BSW Wealth Partners: HAPPY NEW YEAR!