SWP Women, Wealth & Wisdom – Kickoff Luncheon

SWP Women, Wealth & Wisdom – Kickoff Luncheon

Enjoy lunch and learn how to boost your energy level and immune system at the Sugar Busters Workshop led by Real Food Educator, Tamara Mannelly, MEd, HC, CHFS.

Also, donate your leftover Halloween candy and/or other wishlist items to our deployed troops.

November 10, 2016

Highland Park, IL

Please reach out to your service team for more information and to RSVP. Space is limited.

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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