March 2021 SWM Letter: Lessons for Life & Money
This month brings an astonishing array of anniversaries highlighting how [...]
February 2021 SWM Letter: Luck, Loss, & Life Goals
As people ponder retirement goals one asks how they can [...]
January 2021 SWM Letter — Wealth & Tax Planning
We welcome 2021 in so many ways, especially because it [...]
December 2020 SWM Letter – Hindsight and Foresight
2020 vanquished all predictions for the year that has been. [...]
Nov. 2020 SWM Letter: Encouraging News
November has brought us tremendously encouraging news. Undoubtedly the news [...]
Oct 2020 SWM Letter: Anniversaries and Road Map
We are in the final stretch of 2020, a year [...]
Sept 2020 SWM Letter: Birth of a New Bull Market
This is a tremendous time for investment – the birth [...]
June 2020 SWM Letter – Performance Under Pressure
US$90 Million: 2000 KPH With 2020 vision we [...]
May SWM Letter — Getting Past the Storm
Thank you for your comments on April’s letter, Riders On [...]
April 2020 SWM Letter — Riders on the Storm
There is more good news than bad in the world [...]