News and Commentary
Stay up-to-date and in-the know about every aspect of your financial picture.
May 18, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets? Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, and what you should know about the economy and markets’ potential impact on your portfolio strategy. Featuring: Janney’s Investment Strategy Group Mark Luschini | Chief Investment Strategist Mike Halloran | Equity Strategist Guy LeBas | Director Custom Fixed Income Solutions
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 03, 2023
The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out! Join our exclusive webinar where Chris Johnson, CEO and Founder of On Target Living®️, will highlight three simple but powerful principles of health: Rest. Eat. Move. Learn how to overcome limiting beliefs and supercharge your life with step-by-step guidance toward better overall health through a combination of scientific research, real-life cases, and uniquely human stories.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April 2023 Quarterly Update
What a quarter it was with some tough headline noise…a bank failure, earnings declines, and the Fed raising rates. With all that, our diversified portfolios had a nice quarter and we picked up some gains in the international, bond, and tech areas(unexpected). As I’ve mentioned to you in our calls and emails, this year in the 4 year presidential cycle tends to be the best and we rarely have 2 negative years in a row. It still remains to be seen how much of a recession we will have and it’s effect on corporate earnings and the Fed’s next move. It’s been a test of patience for all of us for nearly 18 months and our team is grateful for your long term focus. See this for more detail on the quarter: here SWM NEWS:We are pleased to introduce Danielle Santerre, replacing Allison, as our new Private Client Associate. She can be reached at email@example.com or 404-926-2010(same number as before). She brings 24 years of banking experience from Truist and Suntrust bank. She is very active in the community and currently active with the Women’s Interactive Network with Janney. She enjoys traveling, exercising, and spending time with her family and is the proud mom to three daughters that are currently students at Florida State and Georgia Southern University.
Mark Luschini shared his 2023 Market and Investment Outlook
What a treat to have our firm’s Chief Investment Strategist
January 2023 - Quarterly update
As I begin my 29th year as a Financial Advisor, it still amazes me how much emphasis is put on NEW YEAR predictions. It might be a “feel good” moment when one sees a large firm predict the market being up 10% or more, yet these predictions are rarely right…like the weatherman. In fact, last year, all of the large firm market forecasts were wrong. Last year, I suggested in January we were due for a tough year and that bear markets or corrections are healthy and happen every so often. S&P 500 down nearly 20% and Bonds down nearly 15% for 2022. It was one of those rare years where both bonds and stocks were down. The good news for 2023 is that bonds now yield over 4% and will provide a nice dividend going forward. The stock market, however, has more potential volatility ahead and is tough to call in the next 6 months. I believe we will have more clarity on this recession and the FED over the next quarter or two. Our team continues to diversify our clients for long term, with a focus on dividends. We continue to keep liquidity a priority for our retired clients so they can continue their active lifestyle into 2023. Thanks for your confidence and here is the summary on the numbers: Annual Summary 2022SWM news:In December, we refreshed and updated our website. Besides our quarterly update, check out the “what we do” area (perfect for client introductions) and our “recent updates” section which contains timely educational articles and whitepapers. Here is our new team picture (don’t we look younger???).Jeff is enjoying more free time, with both kids in college, golfing/visiting family/hawks games. Here is a snapshot from their visit during the holidays.Allison had a blast celebrating Christmas with her family. All of her kids were very happy!The McKane family has been busy this fall. Hughes started playing NYO tee-ball and soccer and Ridley continued to participate in Tophat soccer and played some basketball. Kevin and Meg rang in the New Year by attending the UGA win over Ohio State….Go Dawgs!!
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.