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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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Current Events
Should I Stay or Should I Go?

There’s no sugarcoating it; the current state of the markets has many of our clients thinking like the 1981 punk rock classic by The Clash:

Should I stay or should I go now?

If I go, there will be trouble

And if I stay it will be double

So come on and let me know

Should I stay or should I go?*

I don’t suspect that the song was meant as a commentary on portfolio management strategies. (In fact, the band has never disclosed any real meaning to the lyrics.)  Nonetheless, I do think it provides an appropriate framework for examining today’s investment world.

So, let’s take a look at the cases for “going” and for “staying.”

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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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