News and Commentary
SWMG SOUND Notes

SOUND Note: "You Can’t Eat A Sandwich Without Dijon" - April 9, 2025
Although we are only a quarter into 2025, and we believe the odds favor “tariff” being the “word of the year.” Due to our headline driven news, people are not liking the word, but did people love the name Blanche the first time they heard it? In this Note we hope to provide some education on tariffs, some historical economic data, and our views on navigating the equity market in the coming months.

SOUND Note: "The Pitch" March 17, 2025
As we continue to find the 2025 investment universe in the constant crosshairs of the pessimistic pundits of the financial news media, we hope to provide some color on what we have observed over the past few months and decades, and use this to share our medium to long-term outlook, and see how much of these recent events are just a ”show about nothing…”.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 03, 2025

Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.