The Noise in Short-Term Performance

Even strategies with nearly identical construction rules and long-run average returns can deviate meaningfully through time. The lesson for investors is to remain cautious, as always when interpreting past performance. 

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What was behind the volatility this fall?

The fall period is no stranger to volatility. Money managers are well versed in the September Effect1: which circles the calendar month as the only one with a negative return over the past 100 years. Then there’s October, which has been positive over the past century, despite notching up an impressive array of market crashes: 1907, 1929, 1987, 2001, and 2008, to name just five. Both reputations, however, are often viewed as historical quirks, attributed by many to seasonal behavioral biases as investors cash in on gains at the end of the summer.

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‘Everything Screams Inflation.’ How to Interpret the Headlines

SBW continues to add to its strong lineup with the addition of a former Vice President of a global investment firm.

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SBW Welcomes Kenneth MacQueen

SBW continues to add to its strong lineup with the addition of a former Vice President of a global investment firm.

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SBW Welcomes Joanne Johnsen

SBW is pleased to welcome Joanne Johnsen as its Director of Operations.

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SBW Welcomes Jim Horwich

SBW welcomes former Grant Thornton partner, Jim Horwich, to its growing team.

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Welcome to the SBW Wealth Management Blog & News Section

Whether you stumbled onto this website by simple chance or coming here was an intentional decision, we warmly welcome you to the SBW Wealth Management Blog, and we thank-you for the visit.

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