About: Brad Swinsburg, CFA, CAIA, BFA®
Posted on: 11 Jan 2021
An In-Depth Look at Markets Through Year-End Cut to the Chase: Markets experienced mild weakness in late October, but that…
Posted on: 11 Jan 2021
Summary “Life has many ways of testing a person’s will, either by having nothing happen at all or by having…
Posted on: 07 Oct 2020
In this quarter’s video version of On the Horizon, we take a closer look at an election-related issue that is…
Posted on: 06 Oct 2020
For the third quarter of 2020, we are excited to share with you a new format for the Deeper Dive…
Posted on: 05 Oct 2020
Many investors, including this one, spent a good portion of the 3rd quarter waiting for a market pause or retracement…
Posted on: 09 Aug 2020
In our recent On the Horizon video, we highlighted and discussed a number of topics that we expected to impact…
Posted on: 06 Jul 2020
Markets bottomed in late March and, despite a few, short setbacks, spent most of the next three months recovering much…
Posted on: 06 Jul 2020
For the last few years, we’ve dedicated a portion of our quarterly Your Family’s CFO Report to upcoming topics and…
Posted on: 05 Jul 2020
“Market reactions to elections are often much less – or different – than one might expect.” In this video, Brad Swinsburg,…
Posted on: 08 May 2020
For the fourth quarter of 2020, we are excited to share with you a deeper dive into the twelve months…