Insights from SWS Partners

Add heading
Our Blog

The Financial Planning Industry can Learn from the Healthcare Industry

Venture Capital for Private Investors–Part 3 of 3: Size Matters

Fed Independence, Interest Rate Cuts, and the Importance of Yield

Venture Capital for Private Investors–Part 2 of 3: Macro Backdrop

Dynamic Growth Opportunities Q2 Strategy Update

Venture Capital for Private Investors–Part 1 of 3: Greater Access

SWS Partners' Greatest Hits (Vol. 2)

Strategic Dividend Growth (SDG) Enhancement

Creating an Ecosystem for Sophisticated Investors to Gain an Edge

Automation & Empathy for Clients (and future Clients)

DGO's Top Contributor and Detractor

Our DGO Strategy Turns One

Asymmetrical Relationships for Investment Managers Are Over

Private investments for sophisticated investors

A financial revolution: algorithms, automation, and advisors

The Life-Altering Effects of Fast Money and Losing It All

SWS Partners' Greatest Hits (Vol. 1)

What Makes SWS Partners Different?

Part 2: Unleashing Asset Allocation Benefits

Unleashing Asset Allocation Benefits

Artificial Intelligence Can Help Investors Stick To Their Plan

From the Desk of the CIO: Q4 DGO Update (Part 2)

From the Desk of the CIO: Q4 2018 Market Update (Part 2)

From the Desk of the CIO: Q4 DGO Update

From the Desk of the CIO: Q4 2018 Market Update

Automation Changing the Client-Advisor Relationship

The Value Proposition of an Investment Manager in 2019

Our Top Briefings from 2018 & Commitment for 2019

From the Desk of the CIO: Volatility in Context (Part Two)

From the Desk of the CIO: Volatility in Context

Investment Managers must "Go Digital or Die"

Stock market volatility & how investors can sleep at night

The Evolution of Financial Advice

Decoding financial advisor designations:  are these for real?

From the Desk of the CIO: Q3 DGO Update Part 2

From the Desk of the CIO: Q3 Market Update, Part Two

From the Desk of the CIO: Q3 DGO Update

From the Desk of the CIO: Q3 Market Update

SWS Partners CIO Mike Parker, CFA, Interviewed in Forbes

Three considerations when investing with ETFs

What’s Left after Financial Technology?  The Advice.

Get ready for the quarterly review soap operas…

Financial technology & new products are democratizing asset management

Transparency and Technology go Hand-in-Hand

Examining the growing prominence of growth stocks within "The Market"

What does client service look like to you?

Will they or won’t they? Tesla’s moment of truth

DGO Q2 2018 Update

An excerpt from our 2018 Q2 Market Summary

Financial Planning: The Integration That Pulls Everything Together

From The Desk Of The CIO: Growth Becoming "The Market"?

Running Leaner And Meaner With Tech

What is Broker Protocol & Where is my Broker?

A Lesson from Ronald Reagan on Macroeconomics & Tariffs

Technology's Role in Investment Transparency

Technology & Investing: Watch Out for the Robo-Advisors

Investor Education: Retraining Clients to Create Informed Investors

Investment Transparency: Model Portfolios from Broker-Dealers

Empowering the client: Investing & Technology

To Tariff or Not to Tariff, That is the Question

Applications of Technology in Personal Finance

Ciao Italia?

Problems & Products Unique to You the Investor

Morgan Stanley is at odds with Social Darwinism

Your Bank and Your Investment Account:  A Good Idea?

Financial Planning & The Road Already Traveled

What’s Left after Financial Technology?  The Advice.

The Municipal Securities Rulemaking Board (MSRB) Rule G-15

Institutional Investors No Longer Have an Unfair Advantage

Financial Planning Boot Camp

À la Carte vs. Cookie Cutter Investment Portfolios

What Clients Should Expect From Their Financial Planner

Part Four of an Interview with Philip Kessler on Automated Advice

Economic Indicators: The Yield Curve as Fodder for Frenzy

A Toolbox Approach to Investing Subverts Financial Planning

Asymmetrical Relationships Don’t Work for Investors

Part Three of an Interview with Philip Kessler on Automated Advice

Internet of Things: A Tech Evolution Unfolding in Front of Our Eyes

Part Two of an Interview with Philip Kessler on Automated Advice

Technology and Investing:  More Like Amazon, Less Like Wall Street

An Excerpt of an Interview with Philip Kessler on Automated Advice

5 Questions to Ask Your Financial Advisor

With Market Volatility, Investors must Embrace the Suck

A Diversified Team of Investment Advisors is Better for Investors

Financial Technology Isn’t Just For Millennials

Are You a Victim of Investment Baggage?

Exchange Traded Funds (ETFs) are not Without Risk

A Tax Efficient Portfolio through Automation

What are my Investment Management Fees?

Requiring Account Minimums is an Obsolete Practice

Money Management and the Country Club

Financial Advice With Technology and Automation

Financial Planning Advice Comes From Humans, Not Automation

Strategy Fact Sheets
Initial_S_final_black copy

Dynamic Growth Opportunities (Sep 2019): Access Here

Initial_S_final_black copy

Strategic Dividend Growth (Sep 2019): Access Here

Strategy Resources
Initial_S_final_black copy

Dynamic Growth Opportunities 2Q2019 Update: Access Here

Initial_S_final_black copy

Strategic Dividend Growth Enhancement (Jun 2019): Access Here

Initial_S_final_black copy

Dynamic Growth Opportunities 1Q2019 Update: Access Here

Other Research
Initial_S_final_black copy

Unleashing Asset Allocation Benefits (Mar 2019): Access Here

Initial_S_final_black copy

4Q2018 Market Update: Access Here

Initial_S_final_black copy

Volatility in Context (Dec 2018): Access Here

Initial_S_final_black copy

3Q2018 Market Update: Access Here

Initial_S_final_black copy

2Q2018 Market Update: Access Here

Initial_S_final_black copy

Growth Becoming "The Market" (Jul 2018): Access Here

Initial_S_final_black copy

The Current Opportunity (Apr 2018): Access Here

In the News
Forbes logo

How Technology's Massive Impact on Investing Can Help Shareholders

Read More

FR-Square-Logo-no-banner

The Financial Revolutionist: Investment management's "galling reality."

Read More

index

FA Magazine: Running Leaner And Meaner With Tech

Read More