2023 Publications: 

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Q4 Newsletter

Where did this year go??

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Q3 Newsletter

Market & Economic Mid-Year Outlook

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Debt Ceiling Dealing

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Money Moves for High Earners in Biotech and Tech

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Baby Boomers and Their Boomer-ang Children

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Estate Planning for LGBTQ+ Couples

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Real Financial Issues in the LGBTQ+ Community

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Stock Option Strategies

 

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Q2 Newsletter

Tax refund and deadlines

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Secure 2.0

 

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Q1 Newsletter

Economic and Market Outlook

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Silicon Valley Bank

 

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2022 Publications: 

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Q1 Newsletter

IRS Plan Limits

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Q2 Newsletter

Inflation

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Q3 Newsletter

Employee & Employer Benefits

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I Bonds: What Are They and How They Work

 

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Midyear FP article

 

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A Closer Look: Why is the Market Going Down?

 

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Inflation Act 2022

 

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In this newsletter, we share helpful information on the markets, economy, retirement, education planning and financial planning.  Along with what's going on at BWS and information on our upcoming client events.

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In this newsletter, our goal is to keep you updated with the most recent financial planning tips and techniques.  Sharing insight on how to invest, understand your employee benefits, save for a home, college and much more. 

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