Insights from SWS Partners

Add heading
Our Blog

SWS Partners' Greatest Hits (Vol. 1)

Posted by Philip Kessler, JD 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:

Read More

Topics: Transparency in Investing, Technology & Investing

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:

Read More

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. 

Read More

Topics: Transparency in Investing, Asset Management

Transparency and Technology go Hand-in-Hand

Posted by Philip Kessler, JD on 9/7/18 8:45 AM

The investment management industry and its clients have historically been at odds with each other. This is a galling reality that is unique to this industry and no other that readily comes to mind. Unnecessary complexity has been used to oversell, overcharge, and over-complicate a viable path towards prosperity for the average client.  

Read More

Topics: Transparency in Investing, Technology & Investing

What is Broker Protocol & Where is my Broker?

Posted by Frank Parker on 7/6/18 8:45 AM

Ever had to find a new dentist? 

Perhaps the mere thought of finding new professionals makes you anxious. The time it takes to research, the ability to connect personalities, and, of course, the trust factor. Millions of Americans will have to do just this with their broker over the next few short years. 

Read More

Topics: Transparency in Investing, Financial Planning

Strategy Fact Sheets
Initial_S_final_black copy

SWS Growth Equity (April 2020): Access Here

 

Initial_S_final_black copy

SWS Dividend Equity (April 2020): Access Here

Initial_S_final_black copy

SWS Balanced Income (Mar 2020): Access Here

Strategy Resources
Initial_S_final_black copy

Growth Equity 1Q2020 Update: Access Here

Initial_S_final_black copy

Dynamic Growth Opportunities 4Q2019: Access Here

Initial_S_final_black copy

Dynamic Growth Opportunities 3Q2019: Access Here

Other Research
Initial_S_final_black copy

Unleashing Asset Allocation Benefits (Mar 2019): Access Here

Initial_S_final_black copy

4Q2018 Market Update: Access Here

Initial_S_final_black copy

Volatility in Context (Dec 2018): Access Here

Initial_S_final_black copy

3Q2018 Market Update: Access Here

Initial_S_final_black copy

2Q2018 Market Update: Access Here

Initial_S_final_black copy

Growth Becoming "The Market" (Jul 2018): Access Here

Initial_S_final_black copy

The Current Opportunity (Apr 2018): Access Here

In the News
Forbes logo

How Technology's Massive Impact on Investing Can Help Shareholders

Read More

FR-Square-Logo-no-banner

The Financial Revolutionist: Investment management's "galling reality."

Read More

index

FA Magazine: Running Leaner And Meaner With Tech

Read More