An intentionally uncomfortable conversation about charity

We live in an interesting society where we have so much and yet allow so many to have so little… Be forewarned that this post might make you uncomfortable, but I make no apologies for that. Challenging ourselves is what leads to further self-discovery and the more sure we are of ourselves, the … [Read more...]

My Son is Making Me Think About Things Again

By Sam Swift, CFA, CFP® My mind has been focused on big ideas lately and like most things these days it’s my kid’s fault. I’m sad to say all the clichés are true about raising a child; they change your life, a child’s love is like no other, blah, blah, blah, etc. I’m not a super sentimental … [Read more...]

But what have markets done for me lately

By Sam Swift, CFA, CFP® We’re now more than seven months into the year, so I don’t think it hurts to check in on how various markets have performed in 2016. With the normal caveats—none of this means anything as far as actionable information for the future; the first seven months of 2016 is an … [Read more...]

Running Out of Time

By Sam Swift, CFA, CFP® My kid is approaching his first birthday which means that my (weak) excuses for not working out and eating poorly are starting to run thin. He’s in a comfortable routine now (including bypassing the pile of toys each day to play with the dog leashes/empty cups/shutters), … [Read more...]

A Quick Brexplanation

By Sam Swift, CFA, CFP® I was thinking about the vote on whether or not Britain would leave the EU last night and decided to write down some predictions. You may notice a few similarities. If Britain votes to stay in the EU: There will likely be some market volatility. It could be … [Read more...]

What do current trends tell us about the future?

By: Sam Swift, CFA, CFP® It’s June here in the desert which means the heat is rapidly approaching. In fact, our May was so mild compared to usual that it was almost as if the heat hit the snooze button. No matter—it’s awake now and making up for lost time. Tuesday this week was 92 degrees, … [Read more...]

How Game of Thrones Explains the Stock Market

Okay, that headline was a cheap trick to get you to click on this, but would you have really clicked on something called “Department of Labor issues new Fiduciary rule”? It may sound boring, but it’s important. Sorry not sorry. Last month, the Department of Labor released its final rule regarding … [Read more...]


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Home Bottom #3 Widget

This is a widgeted area which is called Home Bottom #3. It is using the Genesis - Featured Post widget to display what you see on the Executive child theme demo site. To get started, log into your WordPress dashboard, and then go to the Appearance > Widgets screen. There you can drag the Genesis - Featured Post widget into the Home Top widget area on the right hand side. To get the image to display, simply upload an image through the media uploader on the edit post screen and publish your post. The Featured Post widget will know to display the post image as long as you select that option in the widget interface.

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