News and Commentary
SWMG SOUND Notes
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.
SOUND Live: "You Can't Eat a Sandwich Without Dijon" SOUND Bite - April 9, 2025
A short-form take on our full SOUND Note from April 9, 2025
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.
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September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
