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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 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

How’s it Going? Depends on Who You Ask | Weekly Market Commentary | May 20, 2024

How’s it Going? Depends on Who You Ask | Weekly Market Commentary | May 20, 2024

Since millions of homeowners refinanced mortgages to extremely low rates a few years ago, the economy is less sensitive to interest rate policy. In fact, the Jackson Hole Economic Policy Symposium sponsored by the Kansas City Federal Reserve in August will debate the effectiveness and transmission of monetary policy because of these post-COVID-19 dynamics, likely revealing important investment implications.

Preferred Securities: Still Our Preferred Non-Core Bond Sector | Weekly Market Commentary | May 13, 2024

Preferred Securities: Still Our Preferred Non-Core Bond Sector | Weekly Market Commentary | May 13, 2024

It continues to be a challenging environment for a lot of fixed income markets, especially higher quality markets. With the Federal Reserve (Fed) seemingly unlikely to lower interest rates until after the summer months (at the earliest), the “higher for longer” narrative has kept a lid on any sort of bond market rally. And while falling interest rates help provide price appreciation in this higher-for-longer environment, fixed income investors are likely better served by focusing on income opportunities. That’s where preferreds come in. With yields still elevated relative to history, we think preferred securities are an attractive option for income-oriented investors.