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...
Video: The Four Stages of a Bear Market

Video: The Four Stages of a Bear Market

The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market trends during a bear market. In this video, I walk you through those broader trends and...