After each year I like to look back and review where I was right and where I was wrong. Below is a short list of some of the calls. Where I was Right: The bull market continued. I am constantly assessing the markets macro movements, looking at the major market drivers to determine where we are…
Author: Wyatt
2016 marked the first full calendar year for W. Swartz & Co., and by reaching that milestone I am able to review portfolios and give a report card for how portfolios did relative to their benchmarks. Overall I can say that I am very pleased with how client portfolios performed. Benchmark for stocks portfolios: Vanguard…