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The Good, The Bad, and The Ugly

Lat­est issue of the Swan Quar­ter­ly Newslet­ter regard­ing the Defined Risk Strat­e­gy

Down­load the Lat­est GBU

A look at the world of man­aged finance from Duran­go, CO and else­where…
From the desk of Randy Swan

Read the latest issue of the GBU here:

 

Swan Quarterly Newsletter Contents

Randy Swan and the invest­ment team com­pile mar­ket insights, strat­e­gy and port­fo­lio analy­sis into this reg­u­lar quar­ter­ly newslet­ter.  The Defined Risk Strat­e­gy is a unique invest­ment approach that can be applied to a range of asset class­es and has been incor­po­rat­ed into a num­ber of invest­ment solu­tions, includ­ing 40 Act mutu­al funds, sep­a­rate­ly man­aged accounts, a cus­tom over­lay and Col­lec­tive Invest­ment Trusts (CIT).

This quar­ter­ly pub­li­ca­tion also pro­vides investors and pro­fes­sion­als alike with a range of updates regard­ing var­i­ous invest­ment solu­tions, Swan con­tent releas­es, impor­tant events, and more.

 

Previous GBU Issues (Last 12 Months)

GBU — Issue 19 — Q4 2015

GBU — Issue 20 — Q1 2016

GBU — Issue 21 — Q2 2016

GBU — Issue 22 — Q3 2016