WELCOME
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!
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Weekly Market Commentary | The Cash Flow Case for Value Stocks | August 31, 2026
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.
Weekly Market Performance | August 28, 2026
LPL’s Weekly Market Performance for the week of August 24, 2026, highlights high profile tech earnings and Fed Chair Warsh’s Jackson Hole speech.
2026 Outlook: The Policy Engine
In 2026, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction. This shift means that policy influence and market momentum have become significantly more impactful in shaping market trends, often overshadowing underlying economic performance…
Weekly Market Commentary | The Cash Flow Case for Value Stocks | August 31, 2026
LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.
Weekly Market Performance | August 28, 2026
LPL’s Weekly Market Performance for the week of August 24, 2026, highlights high profile tech earnings and Fed Chair Warsh’s Jackson Hole speech.
Markets, the Path of Rates, and Chairman Warsh
LPL Research discusses that as U.S. debt tops $40 trillion and yields climb; investors await Kevin Warsh’s Jackson Hole speech for clues on rates and policy.