Description

Adam dives into the SWAN Model and the investment strategies behind it. There's no "one size fits all" investment strategy. And retirees need a strategy specifically targeted at protecting their wealth—no matter what's going on in the market. Listen in to hear how we address these needs (and protect assets) as a firm. Key Takeaways:

• Adam explains the difference between "active" and "passive" investment strategies.
• We discuss the S&P 500 and how the SWAN Model works as the market gyrates.
• Finally, we revisit Dave Ramsey, Warren Buffett, and long-term investing.