Spring Edition

Spring Edition

      Something to Look Forward To… Tasha Borglum, Advisor A client once told me that she largely credits one thing to keeping her energized in tough times and even just in the daily grind that can be life: she always has something to look forward to....
One Whole Year

One Whole Year

Our team marked a significant milestone in March. It has now been a year that we have been working from home. We want to recognize this anniversary by thanking each of you for your patience and understanding as we pivoted those first few weeks and throughout this last...
Exciting Updates for the Sward Team

Exciting Updates for the Sward Team

We eagerly welcome 2021, wishing all of you good health and happiness, and are excited to share news about our team—all designed to better serve as your Family CFO. Stephen Hoerr, MBA, CPA, CFP® joined the Sward team as an Advisor on January 4th. Previously, Steve...