5 Common Myths About Prenuptial Agreements
There are many negative myths about prenuptial agreements. Review the 5 most common myths about a prenup and how it can be a smart financial move for couples today.
Investing
Investing in the Future: Tips on How to Finance a College Education in Today’s World
When it comes to financing a college education, it pays to prepare. Check out 3 tax-advantaged resources plus FAFSA to invest in your or your child’s future.
Economic Update: 2022 Review
Taking a look back at 2022 and providing our economic outlook for 2023.
How to make investing easy (for people who hate managing money).
Investing doesn't have to be a lot of work. Learn how to keep investing simple and how to achieve long-term investment success.
Ready to make a positive impact? What you need to know about sustainable investing
Sustainable investing can include a number of different investment goals. Comparing the differences can help shape your financial strategy.
Mid Year Economic Market Update
This Market Update from Swiftvest Financial Advisors looks at the key risks and opportunities for the remainder of 2022.
Q2 Economic Update July 20, 2022
A comprehensive 2nd quarter market update from our investment professionals for 2022.
3 steps to start investing
This 3-step process on how to start investing will put you on solid ground to help fund your future goals.
Economic Update: 2021 Review
Taking a look back at 2021 and providing our economic outlook for 2022.
Economic Update October 11
Our Q3 2021 market review from Swiftvest Financial Advisors provides a review of the previous quarter markets and a look toward the end of 2021.
4 financial situations to consider creating a trust
A trust isn’t just for wealthy individuals. Review these four financial situations where a trust can help make transferring your assets easier.
Economic Market Update - July 16, 2021
This Market Update from Swiftvest Financial Advisors provides a review of the previous quarter in stock and bond markets.
Why everyone needs an estate plan (not just the “wealthy”)
Estate planning protects your loved ones after you're gone. Learn why everyone can benefit from an estate plan, not just “wealthy” people.