Swartwout Financial Management

Swartwout Financial Management Swartwout Financial Management is a Financial Services firm that provides Financial Planning, Investment, Trust and Insurance advice.

It is where the knowledge of Wall Street meets the values of Main Street Securities offered through LPL Financial. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment Advice offered through Silver Grove Financial Group, a Registered Investment Advisor. Silver Grove Financial Group and Swartwout Financial Management are separate entities from LPL Financial. The LPL Financial Registered R

epresentative associated with this page may only discuss and/or transact business with residents in (New York, Pennsylvania, Florida and Arizona)

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL as to accuracy or completeness. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

How is this for a sign of Inflation?
08/06/2024

How is this for a sign of Inflation?

01/12/2023

I have learned in recent years that inflation harms humanity in various levels. To the Rich, Inflation is a laughable annoyance. To the "Middle Class," Inflation is an hinderance, to the poor, Inflation is financial torture. A take away should be a deeper motivation to help others.

11/14/2022

5 years ago this week, I began working as an Independent Financial Advisor, leaving behind the shackles of the corporate world to enter an environment where I could do the best for my clients as well as my family. It has been an incredible 5 years of growth and we are looking forward to all that is ahead of us. I could never have made this journey without the help of my family, Silvergrove Financial Group and LPL Financial.

02/25/2022

Risk takes many forms. So far in 2022, Inflation risk and Geo-Political risk are both creating the most turmoil. The markets are still undecided. What was a crisis yesterday, became an opportunity today. Money managers have two distinct choices. One option would be to seek out greater risks to outrun known risks. The second option is to reduce expectations for the short-term. This would be the wait-it-out approach. The second option seems to be the prevailing decision. We have lived in an upward market for quite a few years, so we should expect and tolerate some short-term pressure. As always, I am always open to discuss markets and anything financial.
Live in Peace,
Andy

11/11/2021

Today marks 4 years of this adventure we call Swartwout Financial Management. These have been the the best days of my career in Financial Planning and Investment Management. I am so grateful for my partnership with Silver Grove Financial Group and LPL Financial. I am humbled by the families and businesses that have allowed me to serve them in this capacity.

This may actually be a real life example of an appointment in my office....except that I don't wear a tie.
11/09/2021

This may actually be a real life example of an appointment in my office....except that I don't wear a tie.

08/19/2021

In an effort to counteract all the excess current events, I ask the following question......why are car commercials so boring while car insurance commercials so funny?

06/15/2021

Anyone who knows me knows that I love Economics. It is very politically stained these days, but in it's purest form, it is an amazing spectrum of monetary and fiscal thought. What makes these days so intriguing is that we have back to back shifts both of the two primary economic policies. We see the outcome of the previous Trump administration, now to see the exact opposite economic policy with the new Biden administration. Time will truly tell the story. It is going to be interesting what will be said 5 years from now.

My final words of the day is a great quote from a Needtobreathe song......... "Let there be more heart, and less attack."

04/15/2021

The good news....earnings are growing and jobs are coming back. We have a trifecta of the stimulus checks being spent, the re-opening of the economy, and corporate spending with more companies merging and stock buy-backs. That is the good news. The bad news is that there will be a day when deficit spending needs to be paid for, and time will tell if it is paid for by higher taxation and/or wealth capture via "tax" reform. I am not saying the future of our markets looks dark, but there is fog on the road ahead so we proceed with caution.

As always, I am available to help anyone navigate the proverbial road ahead, and as always, have a great day.

03/18/2021

Knowing we are all bombarded with news that makes us wonder why we even got out of bed, I thought posting a few quotes might make your day happier....

"Before you criticize someone, walk a mile in their shoes. That way, you will be a mile from them, and you will have their shoes."
-- Jack Handey

"Isn't it a bit unnerving that doctors call what they do "practice"?
--George Carlin

"Any man who can drive safely while kissing a pretty girl is simply not giving the kiss the attention that it deserves."
--Albert Einstein

I hope this all makes your day a little better.

Andy

02/22/2021

Welcome to a new week. I hope all is well in everyone's world.

Many of my clients have been concerned with the potential direction of the markets. I sure wish I had a crystal ball, but I lost it a few decades ago. I really did have a crystal ball, it didn't work. There has been market strength backed by the anticipation of a greater open of our economy and getting back to life as we once knew it. Many of the economists that I follow feel that 2021 should be a decent year backed by increased demand. If we do get to the point where we once were, travel will probably go crazy due to how long people have been "stuck" at home. Many of these stocks are being priced to that point already. 2021 will be an interesting year. I can't help but love all of this. As always, if I can help on any level, please let me know.

01/08/2021

Curious story as I begin...I actually created this post yesterday and I made reference to the office of the (person who runs the US). I spoke only of the position of the office, not naming the sitting or incoming said person, not did I speak well or poorly of either said persons, and my message was blocked from sending....Hmm.

So I will try again today. I wanted to post because the questions and calls I have been getting are asking why and how the markets continue to rise and tickle new highs in the midst of all this political unrest. Trying to keep the political angst aside, the reasons can be seen from the past. In 2008 we had the Great Recession and the markets took quite the hit. Corporate America acted the opposite of how the Government acted. The Government used expansion of debt and spending, while Corporations tightened their belt. Many (not all) US Companies cut costs and saved cash vs. spending it and increasing debt. The outcome was painful, but needed. In time, the balance sheets and earnings of many companies began reflecting these decisions and the markets moved on actual tangible current earnings. The point here is that the markets see that although changes in tax policy and regulations will impact the markets, they don't always define the markets. Most companies can operate and create earnings despite the government, not because of it. This is why most reputable economists are not in a state of panic. Time will tell as they say.

I hope you find these insights helpful, feel free to reach out to me for any questions. I can be reached at 716-560-6632 or emailed at [email protected]

Address

342 Rt 39 Suite 100
Arcade, NY
14009

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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