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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

A Basket of Uncertainty Bolsters the Dollar | Weekly Market Commentary | November 25, 2024

A Basket of Uncertainty Bolsters the Dollar | Weekly Market Commentary | November 25, 2024

The dollar’s continued climb higher has been predicated on a host of factors — including the rise in geopolitical risk and the dollar’s safe haven status as inflows have picked up markedly, uncertainty with regard to the Federal Reserve’s (Fed) interest rate move in December, a solid domestic economic landscape with inflation still “sticky,” a weakening euro as expectations suggest the potential for a stronger rate cut, and questions regarding the inflationary implications of the Trump administration’s tariff agenda. With more questions than answers, the dollar’s ascent is expected to continue — or level off — until there’s more definitive information regarding the extent of tariffs, and on the other side of the equation, the effect of retaliatory tariffs. Global capital markets seek clarity, particularly the currency market.

A Basket of Uncertainty Bolsters the Dollar | Weekly Market Commentary | November 25, 2024

Election Day Takeaways | Weekly Market Commentary | November 11, 2024

The clouds of uncertainty parted last week as former President Donald Trump decisively won the U.S. election, making him the second U.S. president to win non-consecutive terms (Grover Cleveland was the first to do it back in 1892). Investors welcomed the news with renewed risk appetite, bidding the S&P 500 to its 50th record high of the year on Friday. Trump’s proposed economic policies, including deregulation, a likely extension of the 2017 tax cuts, a possible corporate tax rate cut, and proposed tax exemptions on tips, social security, and overtime pay helped underpin buyer enthusiasm. The immediate de-risking of when the election will be decided was another big factor behind the post Election Day rally.