How do we prepare the next generation for financial success? In our latest blog post, BSW Wealth Partners, a Public Benefit Corporation advisors Julie Martinez, Ben Weaver, CFP?, and Eric Davis share practical insights on: -When to start money conversations with kids -Why letting children make (small) financial mistakes matters -Smart ways to build credit responsibly -Investment accounts that work for minors Whether you're a parent, grandparent, or mentor, discover how to make financial education a natural part of family life. Read more: https://lnkd.in/gxeFBqa6 #FinancialLiteracy #WealthManagement #FamilyFinance #ParentingTips #FinancialEducation
BSW Wealth Partners, a Public Benefit Corporation
投资管理
Boulder，Colorado 1,083 位关注者
Advisory + Investment firm that helps Make Life Better, uses Business as a Force for Good, and is Built To Last.
关于我们
BSW Wealth Partners is an authentically independent financial advisory firm that helps Make Life Better, uses Business as a Force for Good, and is Built To Last. BSW is in a category of one. We have no competitors. We actually deliver what most firms emptily promise. We bring our clients much more than our credentials (CFA?, CFP?, JD, MBA, CAIA?, CDFA, RICP?, CSRIC?). We are Confidants, Connectors, and Innovators. We are fiercely loyal to our clients and always act in their best interests. One of our proudest accomplishments is the mosaic of talents we’ve brought together for our clients. We are proud of our industry-leading employee and client retention—a testament to our Make Life Better ethos. We are raising the bar for our entire industry. Like what you hear? Follow us here or give us a call. We’ll talk. Blog: https://bsw.com/blog/ Instagram: @bswwealthpartners https://www.cnbc.com/2020/12/16/when-it-comes-to-impact-investing-these-advisors-walk-the-talk.html DISCLAIMER: The information contained on this page is for informational purposes only. Please visit www.bsw.com for full disclaimer details.
- 网站
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https://www.bsw.com/
BSW Wealth Partners, a Public Benefit Corporation的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Boulder，Colorado
- 类型
- 私人持股
- 创立
- 1992
- 领域
- Wealth Management 、Investment Management、Financial Planning、Impact Investing和Investment Advisory
地点
BSW Wealth Partners, a Public Benefit Corporation员工
动态
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?? Breaking Down Q3 2024 The Fed's recent 0.50% rate cut is reshaping our economic landscape: -10-year Treasury yields dropped from 5% to 3.8% -Mortgage rates eased from 7.3% to 6% -Inflation cooled to 2.6% But here's what's really interesting, despite cooling measures, the U.S. economy is showing remarkable resilience. Airline travel has surpassed pre-COVID levels, and Q2 GDP growth nearly doubled from Q1. Want to learn more about navigating this balanced market environment? Check out BSW's full Q3 analysis by Elias Bachmann, CFA and the BSW Investment Group: Olivia O'Toole, Dmitry Popov, Aaron Deitz, CAIA
Q3 2024: Balancing Growth, Rates, and Recovery | BSW Wealth Partners
https://bsw.com
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We published our latest quarterly update. This time with some additional perspectives on asset classes we use in portfolios from my esteemed colleagues in the investment group: Olivia O'Toole, Dmitry Popov and Aaron Deitz, CAIA
Meet the Honey Badger Market! ???? In our latest blog, we dive into how today’s market mirrors the resilience of the fearless honey badger. Despite some tough economic winds like stubborn inflation and the uptick in interest rates, the market’s still climbing—showing off its honey badger vibes by not backing down. We break down what this all means for you from real estate shifts to stock surges. Check out the full scoop here:
Forget the Bull, the Honey Badger is Loose: 1Q2024 Market and Asset Class Insights | BSW Wealth Partners
https://bsw.com
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Meet the Honey Badger Market! ???? In our latest blog, we dive into how today’s market mirrors the resilience of the fearless honey badger. Despite some tough economic winds like stubborn inflation and the uptick in interest rates, the market’s still climbing—showing off its honey badger vibes by not backing down. We break down what this all means for you from real estate shifts to stock surges. Check out the full scoop here:
Forget the Bull, the Honey Badger is Loose: 1Q2024 Market and Asset Class Insights | BSW Wealth Partners
https://bsw.com
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Director - Real Assets, Portfolio Manager and Partner at BSW Wealth Partners, a Public Benefit Corporation
BSW is growing and will be #hiring a Client Service Associate. Know anyone who might be interested?
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BSW's Q4 Market Update ?? As 2023 unfolded like a roller coaster ride, our latest blog post dives into the dynamic financial market of the past year and what it means for investors. Read commentary by the director of BSW's investment group, Elias Bachmann, CFA for deeper insights into the market dynamics of 2023 and our strategies for the upcoming year.
Q4 Market Update and Commentary – Surviving the Roller Coaster | BSW Wealth Partners
https://bsw.com
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As we step into 2024, our CEO David Wolf shares reflections and invaluable lessons in our latest blog. Drawing from personal experiences and the unexpected parallels with the earthquake in Japan, David explores themes of adaptability, growth, and resilience in an ever-changing world. Dive into the full letter here to gain insights that might just change your perspective for 2024.
2024 CEO Letter | BSW Wealth Partners
https://bsw.com