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About David Lovell

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So far David Lovell has created 14 blog entries.

Reflecting on a 20-Year Track Record of Defining Risk

Reflecting on a 20-Year Track Record of Defining Risk Download PDF   20/20 Vision Quick - where were you 20 years ago? Allow me to provide some context. In the spring, “Wannabe” by The [...]

By | 2017-08-21T09:46:18+00:00 July 11th, 2017|Blog|Comments Off on Reflecting on a 20-Year Track Record of Defining Risk

Swan DRS Investor Brochure

Investor Brochure - Swan Defined Risk Strategy (DRS) Investors begin with certain investment goals in mind. But in the face of unique and numerous investment challenges, many investors are increasingly uncertain if they can achieve their goals. Dual [...]

By | 2017-08-08T12:04:42+00:00 December 31st, 2016|DOCUMENTS, Performance|Comments Off on Swan DRS Investor Brochure

Swan DRS 1-Page Brochure

1-Page Brochure - Swan Defined Risk Strategy (DRS) What keeps you up a night? Investors face a rock and hard place scenario with bonds and stocks: A rise in interest rates are bad news for bonds, [...]

By | 2017-08-08T12:04:42+00:00 December 15th, 2016|DOCUMENTS, Performance|Comments Off on Swan DRS 1-Page Brochure

Math Matters: Rethinking Investment Returns & How Math Impacts Results (full version)

Do investors really understand the math behind investment returns? There are a lot of misconceptions amongst investors as it relates to equity investment returns, hedged equity returns, and the math behind them. The goal of this paper is to explain the 4 mathematical principles the drive investment returns, demonstrate how a hedged equity strategy can leverage all 4 in the investor's favor, and support the usage of a hedged equity approach over other traditional equity approaches for long-term investment growth.

By | 2017-08-08T12:04:44+00:00 June 7th, 2016|Research, Uncategorized|Comments Off on Math Matters: Rethinking Investment Returns & How Math Impacts Results (full version)

Seeking Consistent Outcomes

Seeking Consistent Outcomes Most financial plans assume a consistent return. As you can see in this download, over time the S&P 500 Index has proven to be far from consistent. By minimizing negative surprises [...]

By | 2017-08-24T11:09:00+00:00 October 20th, 2015|DOCUMENTS, DRS Solutions|Comments Off on Seeking Consistent Outcomes

Investing for Income

The #1 fear of retirees is running out of income during retirement. Low yields have eroded income and if rates rise the capital preservation role of bonds will be severely challenged. Addressing the Distribution Conundrum with the Swan Defined Risk Strategy.

By | 2017-08-24T11:19:58+00:00 October 2nd, 2015|DOCUMENTS, DRS Solutions|Comments Off on Investing for Income

The Retirement Conundrum: Untying the Gordian Knot (full version)

Investors entering retirement face an array of unique challenges that collectively seem daunting, a real Retirement Conundrum. The importance of having intelligent, forward-thinking financial advisors directly solving this situation is more important than ever. One-click solutions like target date funds or robo-advisors will not solve the retirement conundrum. Following the same cookie-cutter, 60/40 solutions outlined in textbooks will not solve the retirement problem. At Swan, we believe that only bold, forward-thinking solutions that directly address the biggest risks to the retired baby boomers will solve the problem - like the legend of Alexander the Great cleaving the Gordian Knot.

By | 2017-08-08T12:04:46+00:00 September 26th, 2015|Research, Uncategorized|Comments Off on The Retirement Conundrum: Untying the Gordian Knot (full version)

The DRS: A Full Market Cycle Strategy

White paper - The Defined Risk Strategy - A Full Market Cycle Strategy (full version) Download White Paper Investment Strategy for the Long-Term Investor Long-term investing means investors will experience full market [...]

By | 2017-08-08T12:04:48+00:00 March 24th, 2013|Research, Uncategorized|Comments Off on The DRS: A Full Market Cycle Strategy