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In this ever-changing and volatile world Retirement and Business planning is a fulltime job! Alone the task may seem overwhelming, but our mission is simple, “We Plan, You Live.”

At SW Advisers our team is dedicated to being on the same side of your success! We appreciate the opportunity to partner together towards achieving your financial goals!

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HAPPENING NOW

RESEARCH

Outlook 2024: A Turning Point

In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts...

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Outlook 2023: Finding Balance

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance.

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Midyear Outlook 2022 | Navigating Turbulence | July 12, 2022

LPL Research “Midyear Outlook 2022: Navigating Turbulence” features LPL Research’s economic and market forecasts for the second half of 2022.

RECENT NEWS

Just When We Recalibrated, Another Shock Arrived | Weekly Market Commentary | October 7, 2024

Gold Rally Is No Flash in the Pan | Weekly Market Commentary | September 30, 2024

When it comes to investing, gold may be the antithesis of artificial intelligence (AI). The precious metal has acted as a store of value for thousands of years with zero technological innovation — gold is discovered, not developed. Gold is also a real tangible asset and can act as a potential hedge against inflation or a safe haven during times of crisis.

Just When We Recalibrated, Another Shock Arrived | Weekly Market Commentary | October 7, 2024

Policy Crosscurrents: Potential Market Impacts | Weekly Market Commentary | September 23, 2024

Of course, last week’s headliner was Jerome Powell and the Federal Reserve (Fed) cutting rates by a half percent on Wednesday, September 18, the first time since the COVID-19 pandemic broke out in 2020. The Fed “pause” ended at 423 days and now stands as the second-longest on record, while the 26% gain for the S&P 500 during the pause (7/27/23–9/18/24) ranks first. Here we share some thoughts on the Fed’s move last week and some potential market implications of not only Fed policy but also fiscal policy post-election.