What We Are Writing
Susan recently co-authored the book "For Entrepreneurs by Entrepreneurs" released in December 2014.
Holiday Checklist
Posted on December 1, 2015

Dear Clients and Friends,A little planning and taking all the deductions you can means more money in your pocket. This may seem like an onerous list, but you should be able to work through these items quickly, and the results will be well worth it.Your… Continue reading

Current Bull Market Correction
Posted on September 5, 2015

October 1, 2015Dear Clients and Friends,Given the recent market turbulence, we thought our clients may appreciate some quick data points and perspectives on the recent market action and uptick in volatility. Executive Summary We view the recent volatility in global developed market equities as garden variety and… Continue reading

Is it better to own a boat than furniture? How much value does an advisor add?
Posted on July 24, 2014

Dear Clients & Friends, Tax season is over and hopefully you can make some time for your personal finances.   It makes good sense to get a midyear update on your investments by making sure that you are properly diversified and your financial plan is in… Continue reading

Refinancing a Mortgage Has Gotten Easier
Posted on June 16, 2014

Thought you couldn’t refinance? Think again.By Susan Carr-TempletonPosted on June 16, 2014 Mortgage lenders are finally beginning to soften the restrictions they had imposed on mortgage lending, whether it is buying a new home or refinancing an existing one. The standards by which you can qualify… Continue reading

Did you have a Tax Attack?
Posted on April 21, 2014

Dear Clients & Friends,Did you have a Tax ATTACK?April 15 was startling for many when they got their tax bill. If you are a high earner or had a good year in the stock market, you probably saw a significant increase in your tax bill, thanks to… Continue reading

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SWA Blog
Posted on November 12, 2015

Have you heard about the municipal bonds that you can buy with a 4% yield?Unless it is a “junk” quality bond, you are probably not getting a 4% return on your investment.  It’s all in the way that it is presented.In a low interest rate…Continue reading

Posted on November 9, 2015

You may be in a position to take advantage of the current law before it is changed. It could mean as much as $100,000 in additional lifetime benefits On November 2, the US Congress passed the Bipartisan Budget Act of 2015.  This new budget means…Continue reading

Posted on June 30, 2015

Do you know if your advisor is a fiduciary? Is your financial advisor required to put your interests ahead of his or her own and those of the firm? Most likely not. If your advisor works for a brokerage firm or a bank, is an…Continue reading

Posted on June 24, 2015

An interview with high-net-worth investors shows some surprising results on how similar the factors are in achieving their success. In a research study conducted by Spectrem, an independent research organization focusing on high-net-worth investors with a net worth ranging $5 million-$25 million, found the following:…Continue reading

Posted on November 6, 2014

With the election of Bruce Rauner to the Illinois governor’s mansion, Republicans have won the office for the first time in more than a decade.It is well known that Rauner did avoid answering a lot of key questions while he was campaigning over the past year, but…Continue reading

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