Insights from SWS Partners

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Philip Kessler, JD and Mike Parker, CFA

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Unprecedented

Posted by Philip Kessler, JD and Mike Parker, CFA on 3/19/20 3:26 PM

Periods of dislocation like we are currently experiencing can try the patience of investors— especially American investors who are brought up from birth to believe we can affect the market by our actions—because we feel like we should be doing something. It’s the American way, as Neal McDonough says in that now-infamous Cadillac commercial: “You work hard, you create your own luck, and you gotta believe anything is possible!”

So where does that leave us during this current downturn? For those of you who are veterans of our blogs and market analyses, you know that SWS Partners leans heavily on cogent fundamental analysis and a dispassionate view of portfolio management. We are paid to be out in front of the market, so we have spent the last few days pouring over the precedent for the current market so that we can provide some insight into where we go from here.

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Topics: Investing in the Future, Current Events, Asset Management

Strategy Fact Sheets
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SWS Growth Equity (June 2020): Access Here

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SWS Dividend Equity (June 2020): Access Here

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SWS Balanced Income (Mar 2020): Access Here

Strategy Resources
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Growth Equity 1Q2020 Update: Access Here

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Dynamic Growth Opportunities 4Q2019: Access Here

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Dynamic Growth Opportunities 3Q2019: 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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