News and Commentary
SWMG SOUND Notes
SOUND Live: "Your Love Keeps Lifting Me Higher & Higher" SOUND Bite - November 18,2025
Markets have delivered plenty of twists this year and in our latest SOUND Bite, “Your Love Keeps Lifting Me Higher and Higher,” Gary Vescio shares why the broader investment landscape may be in a stronger position than many headlines suggest.
SOUND Live: "A Little Bit of History Repeating" SOUND Bite - October 21, 2025
In our latest SOUND Bite, Brandon shares perspective on recent trade tensions, shifting fund manager sentiment, and how those dynamics are shaping the broader market as we move into the final quarter of 2025.
SOUND Live: "The World Has Turned and Left Me Here" SOUND Bite - July 22, 2025
Markets have rallied sharply since April — but is it sustainable? In this SOUND Bite, Brandon Levine and Gary Vescio unpack what’s driving the rebound, what history tells us about this moment, and how long-term investors might position for what’s next.
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November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
