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Investments
ESG Investing: Is It Right For You?

I have always been an avid outdoorsman, spending much of my free time camping and hiking in the mountains. And over the years, I’ve looked for ways to incorporate these interests into my investment portfolio.

When I was younger, I did this by investing in companies related to the outdoor industry. However, today technology has made it possible to take a much more impactful approach through ESG investing.

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Financial Planning
Money Lessons from SWP Wealth Advisors

In honor of Financial Literacy month in April, SWP Wealth Advisors shared money lessons they have learned throughout their lives.  In this piece, you will find a compilation of these lessons.

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Investments
Navigating Inflation

Each month, the U.S. Bureau of Labor Statistics (BLS) tracks the price of consumer goods and services in the United States. Recently the BLS reported that the cost of this “basket” of goods increased by 1.2% in March — bringing the 12-month change to 8.5%, the highest in more than 40 years.[1]

In this article, we want to share our perspective on what is driving inflation and, most importantly, how your SWP team is navigating this period of increasing prices.

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Financial Planning
How We Serve: Professionals

Over the years, we have had the privilege to serve a wide range of professional service providers such as doctors, lawyers, and accountants. Through our work with these professionals, we’ve identified things that make their lives especially unique from a wealth management perspective.

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Financial Planning
Focusing on the Positive

I will admit it.  I am part of the problem.  I often gravitate towards what went wrong, or what could have gone better, rather than celebrating what went well. This…

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Investments
What’s Up With Inflation?

Over the past two months, there has been no shortage of articles, interviews, and headlines discussing inflation. This is because several notable economic reports tracking the prices of goods and…

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Investments
I’m in It for the Long Run

The last 15 months have been a blur. Honestly, it’s impossible for me to start a piece I write with any other thought besides this. But things are trending in…

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