Insights from SWS Partners

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Our Blog

Recent Volatility in Context

Posted by Mike Parker, CFA and Kurt Grove, CFA on 9/9/20 4:11 PM

Volatility in the equity markets is ever-present, even if it may be hiding below the surface for some time. Investors do not need to be reminded of March 2020, where the Market Volatility Index (“VIX”) spiked to 82, coinciding with 31%, 38%, and 34% respective declines in the Russell 1000 Growth Index, Russell 1000 Value Index, and S&P 500 Index.

Chart 1: CBOE Volatility Index (“VIX”) 

Source: FactSet

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Topics: Investing in the Future, Asset Management, Financial Planning

Creating an Ecosystem for Sophisticated Investors to Gain an Edge

Posted by Philip Kessler, JD on 12/20/19 9:20 AM

If you have read any of our briefings, you know that we have a blunt view of the financial services industry and how sophisticated investors can gain an edge in mitigating financial complexity and planning for their financial destinations. We have stated ad nauseam that there’s no longer a secret sauce when it comes to asset allocation or portfolio rebalancing. If computers can do it, why should investors overpay for it?

So how can investors gain an edge?

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Topics: Asset Management, Financial Planning

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

SWS Partners' Greatest Hits (Vol. 2)

Posted by Philip Kessler, JD on 7/8/19 8:45 AM
At SWS Partners, we approach marketing in a novel way: we not only speak, but we listen too.
 
The old bullhorn approach to marketing is ineffectual, never mind that it is incompatible with our desire to provide contemporary solutions to sophisticated investors.  Instead, our digital marketing platform enables us to keep score of our blog's winners and losers. This data helps us focus more on what our audience cares about. 
 
Having published over 85 blogs since the beginning of 2018, this one was quite popular and remains a core part of our beliefs, so we decided to re-publish it.
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Topics: Technology & Investing, Financial Planning

Automation & Empathy for Clients (and future Clients)

Posted by Frank Parker and Philip Kessler, JD on 5/31/19 8:45 AM

One of our obsessions at SWS Partners is thinking about the role of the advisor and how to build the most value for clients.  One powerful driver of value comes from automating everything that can possibly be automated within a firm’s business, especially today where the actual products and investments in any given portfolio are increasingly commoditized.

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Topics: Technology & Investing, Financial Planning

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

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SWS Dividend Equity (Oct 2020): Access Here

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SWS Balanced Income (Sep 2020): Access Here

Strategy Resources
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Growth Equity 3Q2020: Access Here

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Growth Equity 2Q2020: Access Here

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Growth Equity 1Q2020: 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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