David Copeland Continues His Membership on the CAIS Advisory Council

SWP Principal David Copeland is excited to continue his affiliation with the CAIS Advisory Council.  He enjoys helping them with their mission of broadening access and education to alternative investments for the advisor community.  Read more

Investments
Staying Invested Amidst A Potential Recession
SWP Principal Mike Karmin doesn’t know whether or not the economy is heading for a recession in 2023. He does, though, feel strongly that investors should maintain their allocation to the stock market regardless of whether they believe that the Federal Reserve can successfully execute a soft landing. In this short video, Mike shares some historical data that supports long-term investment in equities, even if a recession does come to fruition.
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Financial Planning
Cloudy Crystal Ball
As we start the new year, especially after a challenging 2022, the most frequent question we are asked is: What is your prediction for 2023? Admittedly, our crystal ball is cloudy. It always has been and always will be when it comes to short-term predictions. Still, there is no shortage of “experts” – supported by research, sophisticated models, and persuasive reasoning – that routinely broadcast what’s in store for the next twelve months. The harsh reality: it’s fool’s gold – entertaining but rarely actionable.
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Investments
A Closer Look at Private Markets
As you are likely aware, ongoing volatility and rising interest rates made 2022 a very challenging year in the capital markets. We believe that this past year has highlighted the need for advisors to explore investment opportunities that exist beyond the traditional stock and bond markets. The private markets are one such opportunity set. In this article, we discuss what the private markets are, how these investments may fit into a diversified portfolio, and how we use them.
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