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…
Author: Wyatt
It is my expectation that in 2017 the stars finally align and we see a rising interest rate environment that we have been anticipating for over 5 years. It is my expectation that the combination of economics, Fed monetary policy, the new administration’s fiscal policy will lead to create that scenario. Longer duration bonds are…