SLR – The Investing Acronym You Need to Know Sophistication is not making things complicated—because anyone can do that it. I believe sophistication is perfected in simplification. I want to…

The U.S. is Saving Billionaires from Bank Failures Last week was an eventful development in the US banking sector as most investors learned about two regional bank failures: Silicon Valley…

Why Do Markets Always Go Up? If you have been investing for a while or if you look at historical data, you realize that over the long term markets always…

Reverse Dollar Cost Averaging The reason is easy: You become accustomed to forty years of paychecks and investing in your 401(k) for the long term, and then have to flip…

Financial Milestones – Ages 50 – 80 Retirement can be confusing! How do you know if you’re on track for your age? How can you give your children and grandchildren…

A Solid Fiscal House Will Survive Any Storms At SWAN Capital, we make it a priority for every client to have a solid fiscal house with foundation, wall, and roof…

SWAN Market Perspective 2022’s market downtrend is continuing, and we are, once again, in bear market territory. Volatility in the markets fuels concerns that more could be on the way.…

Financial Milestone:  Ages 0 – 40 Retirement can be confusing! How do you know if you’re on track for your age? And what’s the best way to give your children…

Grandma’s Retirement vs Your Retirement One of the best years of my life was living with my grandfather. My grandmother had recently passed away so then, as a bachelor after…

My Advisor is Retiring – What do I do? You just heard the news: your financial advisor is retiring. Maybe at first, you smile because you’re happy to hear your…

How To Find the Right Financial Advisor Hiring a financial advisor can be one of the most important hiring decisions of your financial life.  Where do you start your search?…

Is the Alphabet Soup Necessary? When selecting a financial advisor, you can easily go cross-eyed by the alphabet soup of acronyms such as CFA, CLU, ChFC, CFP—and the list goes…