Swan Capital Blog

A Skeptics View of Annuities

June 21, 2020

If I had 10 annuities across my desk, based on my standards alone I would throw away eight of them. In my opinion, many of these annuities do not stack…

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Financial Advisor Red Flags

June 12, 2020

When interviewing a financial advisor, it can be similar to a blind date. You have no idea what to expect and the whole time you are on the lookout for…

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Lazy Money

June 5, 2020

Recently I sat down with a gentleman who said, “Andrew, I have all this lazy money I don’t know what to do with.” Over a decade, I have heard money…

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The Financial Junk Drawer

May 29, 2020

After a loved one passes and the funeral activities come to an end, the real work for the executor and trustee begin. To simplify the handling of your estate or,…

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Helicopter Money Consequences

May 19, 2020

Let’s not be too insensitive here, because many families will be forever affected by COVID-19. Families have lost loved ones, lost jobs and closed down businesses because of this crisis.…

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Will Your Legacy Be a Benefit or a Burden?

May 11, 2020

There are some things we just don’t like to think about, much less speak about. The truth is, based on your demographic, age and geographic location, the death rate for…

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What is TWM?

May 2, 2020

What is Total Wealth Management (TWM)? When I was 14, I read a book called Rich Dad Poor Dad that flipped the switch for me, shedding light on a passion…

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Apples Can Fall Far From the Tree

April 22, 2020

According to the Williams Group’s survey of 3,250 families, 70% of wealth transfers fail. The Chinese even have a proverb for this phenomenon: “From rice bowl to rice bowl in…

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My First Dollar

April 14, 2020

Do you remember your first dollar? When our parents handed it to us we spent it in such a flash it may have not left a memory. Now, if I…

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Staying the Course

April 7, 2020

The phrase “stay the course” is one of my biggest pet peeves. Where in life can staying the course be beneficial? If you stay the course in a chess match…

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