Resources

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...
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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...
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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...
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August 2016 SWM Letter

Dear friends, I’m back from our travels in Quebec and have a few brief notes for you to enjoy here.  Any questions you may have, give me a call or simply ‘reply’ at your leisure. Often we pass on an August letter but it's worth glancing at the recent rise of investment accounts,...
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