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.
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.
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.
Topics: Financial Planning
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 piece—available here to download—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.
Here is an excerpt:
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.