Resources

April 2017 SWM Letter

Dear friends, as you’ll see when your March 31st summary arrives, values rose well in the first quarter 2017.  The past year even brought double-digit returns.  Strongest positions included Canadian Dividends, Emerging Markets, Small-cap businesses in Canada and abroad.  Joining the rise is Global Infrastructure which had paused for a time in...
Read more

March 2017 SWM Letter — what matters most is Results!

Clients have been thanking us for the recent investment statements, mentioning this new layout is simpler and more informative.  I’m very glad to hear this.  And while statements can never be perfect, and may hold more (or less) information than you wish, thank you for letting us know this is moving the...
Read more

Making a Difference (Dec.2016 SWM Letter)

This is a brilliant season in which most of us can reflect on our immeasurable blessings and opportunities.  I’m grateful for all the ways people are sharing to make a difference in the lives of others.  Across the street from our office is a church that hosts a food bank, also serves...
Read more

November 2016 SWM Letter — Impact of an Election

Dear friends ... last night like earlier moments this year have brought worries, wailing, and a “wake me up when it’s over” routine.  As we’ve seen along the way, 2016 has continued resiliently profitable.  There was a critical opening 6 weeks of the year with an Asian Currency crisis, which recovered by...
Read more