The U.S. is Saving Billionaires from Bank Failures
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…Read More
Why Do Markets Always Go Up?
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…Read More
Reverse Dollar Cost Averaging
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…Read More
Financial Milestones – Ages 50 – 80
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…Read More
A Solid Fiscal House Will Survive Any Storms
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…Read More
SWAN Market Perspective
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.…Read More
Financial Milestone: Ages 0 – 40
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…Read More
Grandma’s Retirement vs Your Retirement
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…Read More
My Advisor is Retiring – What do I do?
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…Read More
How To Find the Right Financial Advisor
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?…Read More
Is the Alphabet Soup Necessary?
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…Read More
Series I Savings Bonds: An Investment Against Inflation
Series I Savings Bonds: An Investment Against Inflation In a high-inflation environment and with the market going down with no end in sight, not many investment options provide the return…Read More
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