Resources

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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July 2016 SWM Letter — BETWEEN TIMES

Dear friends . . . much can be said life's moments which are “between”.  Perhaps you know a toddler who is between crawling and confident walking.  Or imagine early retirement when work has reduced in some way (not totally) and an expanding lifestyle is emerging.  Today much of our world is “between”.   It’s not...
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June 2016 SWM Letter

Dear friends,  I’m hearing the melody to “Bridge Over Troubled Water” as I reflect on continued progress we’ve made against storms that hit our world in the past year.  Perhaps you turn a deaf ear to bad news – "it comes, it goes" – but in January a couple of people were...
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