Insights from SWS Partners

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Our Blog

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

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

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May 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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