Insights from SWS Partners

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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

Asymmetrical Relationships for Investment Managers Are Over

Posted by Philip Kessler, JD on 4/26/19 8:45 AM

More than a year ago, I published a piece for Investments and Wealth Monitor that was a follow up to an interview I participated in as part of the Schwab Impact Conference in 2016. It felt appropriate to resurface the article now because many of the ideas are increasingly mainstream today even if they felt a little radical only a few years ago.  Alas, it’s important for affluent investors to discern between talking points and the implementation of tools that will assist with financial self-actualization.

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Topics: Investment Advice, Financial Planning

Stock market volatility & how investors can sleep at night

Posted by Frank Parker on 12/7/18 8:45 AM

Historically, the sale of investment products has been Wall Street’s de facto approach to addressing the concerns of a client.  This approach addresses the symptoms, not the causes, of an investor’s worry. When we started SWS Partners, however, we wanted to help investors address the causes of their financial concerns. Therefore, we lead with financial planning, not selling products. 

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Topics: Investment Advice, Financial Planning

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

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Strategic Dividend Growth (Sep 2019): Access Here

Strategy Resources
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Dynamic Growth Opportunities 2Q2019 Update: Access Here

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Strategic Dividend Growth Enhancement (Jun 2019): Access Here

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Dynamic Growth Opportunities 1Q2019 Update: 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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