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…

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…

The First 48 Hours After A Loved One Passes You may have just received the dreaded call that your loved one passed. Or maybe you were the first to walk…

Economic Effects of Abortion Following the historic overturning of Roe V. Wade, and the leaked documents from the Dobbs v. Jackson Women’s Health Organization. There has been an avalanche of…

Teaching Them to Fish: Saving for the Next Generation One of the deepest desires parents and grandparents have is to see their children and grandchildren thrive independently. If we’re not…

Refinancing within Retirement Isn’t it ironic that ever since the day you bought your first house, you looked forward to having it paid for? Having your home paid off can…