About: Brad Swinsburg, CFA, CAIA, BFA®

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Bio: CHIEF INVESTMENT OFFICER

Posts by Brad Swinsburg, CFA, CAIA, BFA®:

Market Recap & Outlook | Fourth Quarter 2020

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…

Fourth Quarter 2020 Market Summary

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…

On the Horizon: An Election Update

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…

Deeper Dive: Demystifying Stock Market Returns

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…

An In-Depth Look At The Markets Through The Third Quarter

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…

Politics and the Market

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…

An In-Depth Look at the Markets through the 2nd Quarter

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…

On the Horizon: Possible Market-Moving Issues

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…

Politics & The Market

Posted on: 05 Jul 2020

“Market reactions to elections are often much less – or different – than one might expect.” In this video, Brad Swinsburg,…

Deeper Dive: The Twelve Months of 2020

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…