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sws blog_homes smart enough to save

Homes smart enough to save you money

FAMILY & LIFESTYLE When it comes to smart home technologies, there is an abundance of options. Here are some we think are worthy investments. It’s been reported that Oprah Winfrey has a high-tech ski home in Telluride, Colorado, that boasts a radiant heat system that…

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Market Update

November 2022 Market Update

As I write this on the morning after Election Day, the results are undetermined, as suspected.  I think all of us want to make sure the final tally is correct, but I hope that the outcomes are determined soon.  The longer the delay, the greater…

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sws blog_helping a loved one buy a home

Helping a loved one buy a home? Review strategies and risks

FAMILY & LIFESTYLE Approaches range from offering a straightforward monetary gift to making the purchase yourself and becoming a landlord. Explore various strategies and their tradeoffs. Real estate has long been one of the foundational pieces for an investment portfolio. But for younger generations, buying…

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market update

October 2022 Market Update

In late September, we did breach the old low on the S&P 500 of 3636 (set in June), which leads me to believe that new money should be patient when buying stocks.  I certainly would recommend dollar cost averaging, whereby an investor adds sums of…

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Making the most of Medicare’s open enrollment period

RETIREMENT & LONGEVITY Ask yourself a few questions to make sure you’re getting the most from Medicare. Mark your calendar for Medicare’s open enrollment season: between Oct. 15 and Dec. 7, you are able to make changes to your Medicare Advantage plan and prescription drug…

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Signature Wealth Market Update

September 2022 Market Update

As of mid-afternoon on September 23, the S&P 500 is re-testing the lows it hit in June.  This isn’t unprecedented as the stock market has a history of re-testing lows.  I wrote in August that I expected a pullback, although not to this extent. The…

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