SWBC

06/17/2026

What if giving more… actually gave more back to you, too?

Most people think of charitable giving as a year-end decision, but what if it could be so much more?

In our latest episode of SWBC Uncharted Wealth, host Mike Walters explores how to turn generosity into a strategy and strengthen your overall financial plan.

Stream the latest episode on YouTube: https://bit.ly/4ebBBUA
Now streaming on Spotify, too: https://bit.ly/4ef09Mv

06/16/2026

You have a plan for your home. Your pet has… other ideas.
Between staying on budget and keeping up with everyday surprises, homeownership is all about balance.
So, who’s really in charge? Click the link and take a look at the tug of war between mortgage expectations and pet priorities. https://swb.us/4v7jN33

06/15/2026

Markets moved quickly last week as geopolitics, inflation, and rates drove volatility.
Chris Brigati, CIO at SWBC, recaps what happened and what to watch in the week ahead.
Stay informed with this week’s market commentary.

Markets experienced significant volatility this week, influenced by job data, geopolitical tensions, and the SpaceX IPO, raising questions about future trends.

06/15/2026

Global markets are reacting swiftly to shifting geopolitics. SWBC Chief Investment Officer Chris Brigati joined BBC News to break it all down.

As optimism builds around a potential US–Iran agreement, markets are beginning to shift—alongside movements in oil prices—while continued progress from SpaceX reinforces broader, innovation-driven optimism.

Chris explains what’s driving these changes and how investors are interpreting the evolving landscape.

Be sure to listen to his thoughts: https://bit.ly/4gjTH8a
For more of Chris' insights, be sure to subscribe: https://info.swbc.com/meet-chris-brigati

06/12/2026

We were proud to sponsor the Georgetown Chamber’s Lunch, Learn & Lead event!

A big thank you to Carolyn Cummins for sharing valuable insights on why marketing efforts sometimes miss the mark, and how to turn strategy into real results. And to Shontel Mays, CEO of the Georgetown Chamber of Commerce, for continuing to bring impactful conversations like this to our business community.

It’s always inspiring to be surrounded by leaders who are committed to learning, growing, and leading with purpose.

06/12/2026

We’re excited to share an inside look at SWBC’s story as co-founders Charlie Amato and Gary Dudley sit down with Bob Rivard on Big City Small Town to reflect on their 50-year partnership.

From a sixth-grade friendship, they reveal how betting on themselves at the right moment shaped everything that followed.

It’s a powerful reminder that grit, trust, and a little bit of boldness can take you a long way.

Watch the full story here: https://www.youtube.com/watch?v=f_5PEFqMXVM

06/10/2026

Everyone’s talking about AI, but where should investors be looking next?

SWBC Chief Investment Officer, Chris Brigati, recently joined Yahoo Finance with host Kenny Polcari and Seana Smith, Global X ETFs Senior Investment Strategist, to break down what’s beyond the current AI momentum and where capital could be headed as the market evolves.

Don’t miss his perspective on the key areas you need to be considering beyond the usual AI names right now.

Watch the full interview for all the insights: https://finance.yahoo.com/video/beyond-ai-where-invest-capital-100000024.html

06/10/2026

Work stress adds up fast, especially for busy teams juggling nonstop demands. Five-minute reset rituals offer a simple way for employees to regain focus and feel more supported during the workday.
In our newest blog, SWBC Payroll + HR explores practical reset ideas and how the right foundation helps teams succeed.
Read the full blog to see how small moments can create better workdays. https://swb.us/49O8jsv

06/09/2026

Staying informed is more important than ever as rising costs and evolving risks continue to reshape the insurance industry.

Alongside escalating medical inflation and increasing legal payouts, these pressures are driving significant changes across markets nationwide.

Kevin Witcher, CEO of SWBC Insurance Services, offers a thoughtful perspective on the forces behind these trends and why they matter for businesses today.

Take a few minutes to read more and see Kevin’s insights: https://bit.ly/49QN2OT

06/09/2026

Staying ERISA-compliant isn’t just about checking boxes. It protects your people.
That’s why professionals like Brad Ferguson and Sara Matlock partner with plan sponsors to simplify governance, tighten documentation, and bring transparency to every fiduciary decision.
Your plan. Your organization. Your participants. Protected.
Click the link to learn more! https://swb.us/4nsIrbo

Advisory services offered through SWBC Investment Advisory Services, LLC, an SEC-registered investment adviser. This post should not be construed as investment advice or a recommendation.