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Markets tend to go up over time,
so we’re ALWAYS INVESTED.
Severe losses can derail investors’ goals,
so we’re ALWAYS HEDGED.
Always Invested, Always Hedged
A HEDGE IS NOT INSURANCE AGAINST LOSSES
The effectiveness of the hedge and degree of downside risk mitigation varies with market conditions. The Defined Risk Strategy can and does have periods of losses.
The emergency situation in which many small and regional banks find themselves is a direct consequence of bad policy. Examine the causes of historic 2023 bank failures and potential for large financial contagion.
Geopolitical risk has not been on most investors’ radar for years. But it’s rearing its ugly head now. Examine the current converging geopolitical risks and drivers of market uncertainty.
Today, the equity markets are displaying many of the same worrying traits that Shiller identified in 2000. Examine which factors that drove “irrational exuberance’ 22 years ago are still relevant today and identify new risk investors need to consider.
Uncertainty abounds concerning persistent impacts of the war on commodity and energy markets, as well as, the potential for broader or spill-over conflagration. Explore an approach to help investors navigate these uncertain times.
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Enhance Your Practice with Behavioral Finance
Being prepared starts with knowing the truth about black swans, bear markets, and portfolio construction.
Learn about an increasingly popular investment approach distinctly suited to help investors remain invested while managing risk.
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Help your clients understand the 4 Basic Math Concepts that Drive Investment Returns
We believe an investment approach should be designed around the investor’s best interest, not a trend or what is easiest to “sell.”
In an industry focused on products, we offer a solution.
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Dedicated to Providing Thought Leadership for the Financial Advisory Community
Review the latest research, insights, and commentary from the Swan portfolio management team.
Randy Swan discusses how the Defined Risk Strategy is designed to help investors generate consistent returns while preserving irreplaceable capital through market cycles.