Insights from SWS Partners

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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:

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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:

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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

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.  

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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. 

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Topics: Transparency in Investing, 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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