News and Commentary
SWMG SOUND Notes
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.
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
Recent Updates
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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.
