Month: February 2017

February 13, 2017 Wyatt

After each year I like to look back and review where I was right and where I was wrong. Below is a short list of some of the calls. Where I was Right: The bull market continued. I am constantly assessing the markets macro movements, looking at the major market drivers to determine where we are…

February 1, 2017 Wyatt

2016 marked the first full calendar year for W. Swartz & Co., and by reaching that milestone I am able to review portfolios and give a report card for how portfolios did relative to their benchmarks. Overall I can say that I am very pleased with how client portfolios performed. Benchmark for stocks portfolios: Vanguard…