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Frank Parker

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Recent Posts

The Financial Planning Industry can Learn from the Healthcare Industry

Posted by Frank Parker on 9/13/19 8:45 AM

Good healthcare is often the result of patients having access to a group of diverse specialists. Imagine a scenario where you had a complex health issue and your only option was to see an orthopedic surgeon. This would be far from ideal, however, this type of scenario regularly occurs in the financial planning industry, as all members of the team typically have the same role.

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Topics: Investment Advice, Financial Planning

Private investments for sophisticated investors

Posted by Frank Parker on 4/12/19 8:45 AM

A few weeks ago, my partner, Phil Kessler, authored a blog detailing how SWS Partners is different from other investment managers. For a firm with a bit of a renegade streak, this piece was foundational in articulating not only how SWS Partners is not only different but, more importantly, how this can translate to better outcomes for our clients.

To recap, we offer highly sophisticated solutions, employ a team of specialists, innovate continuously, and leverage technology whenever possible. In aggregate, we think this can position affluent investors for better outcomes. 

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Topics: Asset Management, Financial Planning

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

Posted by Frank Parker on 3/29/19 8:45 AM

Acquiring wealth is typically a marathon, not a sprint. Still, there are times when money comes quickly, very quickly.  From our experience, this can actually be a very traumatic experience without a solid financial plan in place.

Sometimes people sell a profitable business, inherit millions, or even win the lottery.  Unfortunately, it’s pretty common in these circumstances for those who ‘come into money’ to lose it all.  From our experience, it's not just athletes or lottery winners who succumb to this fate. 

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Topics: Financial Planning

Part 2: Unleashing Asset Allocation Benefits

Posted by Frank Parker on 3/8/19 8:45 AM

In our latest installment of From the Desk of the CIO: Unleashing Asset Allocation Benefits, Mike Parker explains how the tools that were formerly reserved for large institutions can now be accessed by individual investors. This pieceavailable here to downloadacts as a companion to a broad allocation change that we have made to our Multi-Asset Income (MAI) strategy, effective as of March 1st for existing clients. 

Here is an excerpt:

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Topics: Transparency in Investing, Asset Management

Unleashing Asset Allocation Benefits

Posted by Frank Parker on 3/1/19 8:45 AM

In our latest installment of From the Desk of the CIO, we explore the benefits of asset allocation that a mindfully-constructed ETF portfolio can provide. CIO Mike Parker explains how the tools that larger institutions have long deployed can be achieved by the individual investor. This piece acts as a companion to a broad allocation change that we have made to our Multi-Asset Income (MAI) strategy, effective as of March 1st for existing clients. 

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Topics: Transparency in Investing, Asset Management

Strategy Fact Sheets
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Dynamic Growth Opportunities (Oct 2019): Access Here

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Strategic Dividend Growth (Oct 2019): Access Here

Strategy Resources
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Dynamic Growth Opportunities 3Q2019 Update: Access Here

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Dynamic Growth Opportunities 2Q2019 Update: Access Here

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Strategic Dividend Growth Enhancement (Jun 2019): Access Here

Other Research
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Unleashing Asset Allocation Benefits (Mar 2019): Access Here

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4Q2018 Market Update: Access Here

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Volatility in Context (Dec 2018): Access Here

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3Q2018 Market Update: Access Here

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2Q2018 Market Update: Access Here

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

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The Current Opportunity (Apr 2018): Access Here

In the News
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How Technology's Massive Impact on Investing Can Help Shareholders

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

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FA Magazine: Running Leaner And Meaner With Tech

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