SWAN Capital Blog

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 you hasn’t changed much from a steady, 100% likelihood. You will eventually die. Therefore, the legacy you leave can either simplify the process of dealing…

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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 I had that I never knew existed: Personal Finance. Luckily, I had the opportunity to start an internship after school at a local financial firm.…

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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 three generations”. In other words, wealth without appreciation and gratitude doesn’t last. Here is a list of activities that can help teach your children and…

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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 asked you where was the last dollar you spent –you may barely remember that either. Money flows so freely through our hands because it takes…

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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 you’ll be in checkmate. If you stay the course while sailing you could wind up on the rocks. As Rick Warren says, “if you are…

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