The upcoming US election is a topic which is at the front of many of our recent investor review meetings here at Southern Wealth Associates, and as such we thought it would be worth writing about some of our thoughts. The big day is less than three weeks away and all eyes are looking at […]

It goes without saying that it has been an volatile time for investors since the turn of the year and the recent recovery poses new challenges and questions. There is a large disconnect between economic data and the performance of developed indices, particularly in the US, and this is causing confusion and nervousness among longer […]

Having recently competed with a large wealth manager for some pension business it was truly shocking to see the difference in cost and also the historic returns of our solutions. The performance of the competitor’s portfolio over 1 month, 3 months, 6 months, 1 year, 3 years and 5 years was comparably awful. It was […]