Episode 58: Adam Curran on The SWAN Model

Mar 22, 2021

Adam dives into the SWAN Model and the investment strategies behind it. There’s no “one size fits all” investment strategy. And retirees need a strategy specifically targeted at protecting their wealth—no matter what’s going on in the market. Listen in to hear how we address these needs (and protect assets) as a firm.

Here are just a handful of the things that we'll discuss:

  • Adam explains the difference between “active” and “passive” investment strategies.
  • We discuss the S&P 500 and how the SWAN Model works as the market gyrates.
  • Finally, we revisit Dave Ramsey, Warren Buffett, and long-term investing.



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