Content type: Insight post

30.09.2020

Historic Volatility, Election Uncertainty and The Fed’s Dilemma

With the potential of a “lost decade” for returns, long-term investors would be wise to prepare their portfolios with risk-managed...

24.09.2020

How to Make the Most of Virtual Meetings

While some firms are going back to the office, some clients may want to continue meeting virtually for the time...

01.09.2020

Market Timing Whiplash

Given the current environment, making investment decisions based on news headlines is incredibly illogical and risky. Helping investors keep a...

19.08.2020

Marc’s Market Insights: Preparing Portfolios for Uncertainty

As uncertainty persists surrounding the pandemic relief package, trade tensions and the upcoming election, investors would not be wise to...

22.04.2020

Does Fixed Income Need Fixing? The DRS as a Capital Preservation Solution

Traditionally, bonds have played two roles within a portfolio: income and capital preservation. However, the worldwide “new normal” monetary policy...

09.03.2020

The Retirement Multiplier Effect

The Retirement Multiplier Effect Download PDF In two previous blog posts, we discussed the impact of “curveballs” on retirement planning....

05.03.2020

Three Ways Technology Can Prepare Your Practice for the Changing Demographic Landscape

In the next few years, $18 trillion will pass from the Baby Boomers to Generation X and Millennials, who grew...

01.03.2020

Pain Index - Better Measure of Risk

At Swan Global Investments, we use the Pain Index to measure risk. We're seeking to redefine the conversation about risk...

27.02.2020

Standing Out in a Sea of Sameness

How are you making it easier for prospective clients to choose you over your competitors? Learn ways to clarify your...

18.02.2020

Timing Is Everything—Or Is It?

It’s often said that “timing is everything.” Or is it? Investment outcomes are impacted by timing, like when to enter...