Episode 58: Adam Curran on The SWAN Model
Adam dives into\xa0the\xa0SWAN Model and the investment strategies behind it. There's no "one size fits all" investment strategy. And\xa0retirees need a strategy specifically targeted at protecting their wealth\u2014no matter what's going on in the market. Listen in to hear how we address these needs (and protect assets) as a firm.
Key Takeaways:
- Adam\xa0explains the difference between "active" and "passive" investment strategies.
- We discuss the\xa0S&P 500 and how\xa0the SWAN Model\xa0works\xa0as the market gyrates.
- Finally, we revisit Dave Ramsey, Warren Buffett, and long-term investing.