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I filled up my car with gas the other day, and it cost $91.78. Good times!

As I reflect on the first five months of 2022, expensive gas is certainly one thing that sticks out. Inflation is running at +/- 40-year highs, and we are all feeling it one way or another. Even my Starbucks Venti Cold Brew costs 25% more than a year ago!
I find the economy and financial markets so interesting because of how intertwined everything is. For example, rising inflation impacts corporate earnings, which, in turn, impacts stock prices. To be sure, some companies benefit from inflation, but many more are hurt by it.

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.

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.

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.

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.

Let’s start with a basic question – what exactly is inflation? Inflation is an effective decrease in the value of a currency, which happens when there is an overall increase…

Equity markets are performing well, but many of our clients have expressed concerns about what the future might hold and what steps they can take today to prepare for what…

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…

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…