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Believe So That You May Understand

Stock market investors have experienced quite a volatile ride over the last two decades. As measured by the S&P 500 Index, the stock market tripled from 1995 to 2000. The ensuing bear market from 2000...
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Grow Wealth

Believe So That You May Understand

Stock market investors have experienced quite a volatile ride over the last two decades. As measured by the S&P 500 Index, the stock market tripled fr...
Read More
Manage Wealth

The Family Bank: A Strategy for Preserving Wealth

What issue most worries families of means around the world? In our experience, families with significant wealth are focused not only on investment man...
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News

Remembering Philip V. Swan

It is with great sadness that we share the loss of our visionary co-founder and friend Philip V. Swan, who passed away peacefully on December 7, 2017 ...
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Market Commentary

Market Outlook

As investors entering 2018, we are experiencing a nine-year-old bull market in domestic equities, with many of the major technology companies leading ...
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Manage Wealth

What's All the Fuss about a Fiduciary Standard?

Much has been written in the last couple of years regarding the “fiduciary rule” rekindled by the 2015 announcement by the Department of Labor (DOL) o...
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Manage Wealth

Cybersecurity Breaches

As you've probably already heard in the news, 143 million American consumers' personal information (including names, Social Security numbers, birth da...
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Market Commentary

Market Outlook

As the saying goes, "happiness is a function of reality exceeding expectations.” In other words, we are happiest when outcomes turn out better than we...
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Manage Wealth

Yearend Charitable Giving Tax Planning

As we approach yearend, charitable gift planning becomes more crucial as the deadline for making a current year gift draws near. The year of the gift ...
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Grow Wealth

Words from the Wise and Today's Stock Market

There are great quotations about many areas of human affairs, and the field of investing is no exception. Let’s take a look at a few of them and see h...
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Market Commentary

Market Outlook

The stock market, as measured by the S&P 500 Index (a broad stock market proxy), has tripled in price since the depths of the financial crisis in Marc...
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