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About David Lovell

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So far David Lovell has created 16 blog entries.

Waiting Can Cost You: The Importance of Remaining Always Invested

Waiting Can Cost You Download PDF   The Importance of Remaining Always Invested Everyone is familiar with the concept of “fashionably late”: intentionally arriving late to an event in order to impress the other [...]

By |2018-10-02T11:10:38+00:00September 21st, 2017|Blog|Comments Off on Waiting Can Cost You: The Importance of Remaining Always Invested

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 |2018-10-16T16:34:03+00:00July 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 |2018-10-09T15:59:13+00:00December 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 |2018-10-09T15:59:52+00:00December 15th, 2016|DOCUMENTS, Performance|Comments Off on Swan DRS 1-Page Brochure

Math Matters: Rethinking Investment Returns & How Math Impacts Results

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 |2018-09-27T17:05:02+00:00June 7th, 2016|Research, Uncategorized|Comments Off on Math Matters: Rethinking Investment Returns & How Math Impacts Results

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 |2018-10-09T16:02:16+00:00October 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 |2018-10-02T14:26:09+00:00October 2nd, 2015|DOCUMENTS, DRS Solutions|Comments Off on Investing for Income

The Retirement Conundrum: Untying the Gordian Knot

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 |2018-10-02T14:28:30+00:00September 26th, 2015|Research, Uncategorized|Comments Off on The Retirement Conundrum: Untying the Gordian Knot

Hope for the Best, Prepare for the Worst

Swan Article - Hope for the Best and Prepare for the Worst Swan Research - Innovative Thought Leadership Download PDF The fall of 2018 marks a decade since the darkest days of the Financial Crisis of [...]

By |2018-10-09T16:19:16+00:00January 7th, 2015|Research|Comments Off on Hope for the Best, Prepare for the Worst

The DRS: A Full Market Cycle Strategy

White Paper - The Defined Risk Strategy - A Full Market Cycle Strategy Download White Paper Investment Strategy for the Long-Term Investor Long-term investing means investors will experience full market cycles. So, shouldn't [...]

By |2018-09-27T16:31:49+00:00March 24th, 2013|Research, Uncategorized|Comments Off on The DRS: A Full Market Cycle Strategy