– New White Paper –
Rethinking the Math Behind Investment Returns
Are your returns going down the [variance] drain? Do you really want to achieve market-like returns?
This paper examines the math behind investment returns to help investors (and advisors) focus on what really impacts results.
Swan in the News
by Robert Huebscher, March 15, 2016
Real Thought Leadership
New White Paper – Math Matters: Rethinking the Math Behind Investment Returns
by Micah Wakefield, CAIA®
Are your investment returns going down the [variance] drain? What’s wrong with focusing on average returns?
This paper boils down the math that drives investment returns, helping investors understand which data points to focus on when seeking long-term financial goals.
New White Paper – The Retirement Conundrum: Untying the Gordian Knot
by Marc Odo, CFA®, CAIA®, CIPM®, CFP®
The challenges facing investors in or entering retirement are vast and daunting- taken as a whole they seem insurmountable. We believe that only bold, forward-thinking solutions that directly address these challenges will solve the problem, like Alexander the Great in the fabled story of the Gordian Knot.
PM Insights in to DRS
Randy Swan – CEO, Founder – Portfolio Manager (PM)
Rob Swan – COO, Co-Portfolio Manager (PM)
A Message from Founder, Randy Swan
Randy Swan discusses investing with defined risk and explains how the Swan Defined Risk Strategy provides a better way to invest.