Insights from SWS Partners

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Our Blog

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

SWS Partners' Greatest Hits (Vol. 1)

Posted by Philip Kessler on 3/22/19 8:45 AM

Two years ago, we committed to utilizing digital communication channels with our clients and prospective clients. We were determined to be thoughtful and to publish items of value. Still, the most harrowing part of taking on this sort of initiative was wondering what would resonate with our audience. Will people care about this?!

Our digital platform is instrumental in answering this question because it delivers rich user analytics each time we published something. We constantly monitor these stats to understand the tastes and preferences of our audience. It has guided us forward.

After publishing more than 75 blogs, here's one of the most popular ones:

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Topics: Transparency in Investing, Technology & Investing

What Makes SWS Partners Different?

Posted by Philip Kessler on 3/15/19 8:45 AM

My partners and I are often asked, "what makes your firm different?"

We love to answer this question because our firm is a leader in providing contemporary financial planning and asset management solutions. Still, even for the most discerning of investors, it is critical to highlight what makes us unique. 

Here are what we call our brand pillars. They define our firm, our value proposition, and what we seek to deliver to our clients. Most importantly, they demonstrate how we are, in fact, different:

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Topics: Technology & Investing, Asset Management, 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

Our Resources
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May 2019 Dynamic Growth Opportunities Turns One: Portfolio Update

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April 2019 Dynamic Growth Opportunities Fact sheet

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Our Research
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March 2019 From the Desk of the CIO: Unleashing Asset Allocation Benefits

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January 2019 From the Desk of the CIO: Q4 2018 Market Update

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December 2018 From the Desk of the CIO: Volatility in Context

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October 2018 From the Desk of the CIO: Q3 2018 Market Update

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July 2018 From the Desk of the CIO: Q2 2018 Market Update

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July 2018 From the Desk of the CIO: Growth Becoming "The Market"

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April 2018 From the Desk of the CIO: The Current Opportunities

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SWS 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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