SWAN Capital

09/02/2026

Flat Andrew has had a better travel year than most of us. ✈️

This year, he has stood shoulder to shoulder with four presidents at Mount Rushmore (cleverly renamed to SWANmore🗻), leaned over the edge at Buffalo Bill Dam, spent a few days in Loveland, Colorado ⛰️, gotten thoroughly soaked at Niagara Falls 💦, and made it to the Bahamas, where the beach weather was a welcome treat!🏝️

He never complains about the middle seat, and he has yet to lose a bag. 😄

Thank you to every client who packed him, propped him up, and shared the adventure. These are our favorite photos we get all year. 📸

Where should he go next? Tell us in the comments ⬇️ And if you have a trip coming up, be sure to take Flat Andrew with you!

09/01/2026

The economy wasn’t flashing red at midyear, but it wasn’t giving us an all-clear either.

At the beginning of 2026, the economic and market signals we were watching were mixed. By June, much more of the dashboard had shifted into neutral territory.

Corporate profit growth and credit demand/availability remained positive, while most of the other indicators sat in yellow.

And that distinction matters.

Yellow doesn’t mean panic. It means pay attention.

Markets rarely give investors one perfect signal. The goal is to understand what’s changing, where risks may be building, and stay disciplined when the picture isn’t completely clear.

Swipe through for a look at what changed from January to June.

🎥 Want the full picture? Watch the 2026 Half Time Report on our YouTube channel.

09/01/2026

Berkshire Hathaway is sitting on roughly $400 billion in cash while the broader stock market has continued climbing.

That doesn’t necessarily mean Berkshire is predicting a downturn — but for a company known for patiently waiting for attractive opportunities, Andrew believes it’s a decision worth watching.

The question is simple: who ends up being right?

🎥 Watch more from the 2026 Half Time Report on YouTube.

08/30/2026

The market is hitting record highs, but that doesn’t mean the risks have disappeared.

In the August SWAN Report, Andrew breaks down what’s driving the market higher, why inflation and oil still matter, and what investors should be watching as we move into the final months of 2026.

If your portfolio has performed well this year, now may be a good time to ask an important question:

Is it also prepared for when the market changes?

Watch the full August SWAN Report here:

The stock market is near record highs, but does that mean your reti...

08/28/2026

Our Restful Recipes classes brought clients together in Fairhope and Pensacola for a fresh take on healthy eating and we picked up plenty of practical ideas worth taking home along the way.

From building a more balanced plate and getting enough protein to better portioning, quinoa tips, and a few tricks for getting better results in the kitchen, there was a lot packed into the afternoon.

And if you’d like to recreate some of it at home, we put together the recipes and our favorite takeaways from Restful Recipes on the SWAN Capital blog.

👉 Read the recap + get the recipes:�

What We Learned at Restful Recipes An evening of nutrition tips, good conversation, and a few simple habits worth taking home. There is something about a kitchen that gets people talking. Not about markets or interest rates, but about the dish their mother made every Sunday, the one recipe they…

08/28/2026

08/21/2026

There may be a lot of cash in money markets and bank deposits — but that doesn’t necessarily mean there’s a lot of cash relative to the size of today’s stock market.

Andrew explains one market signal the SWAN Capital team is watching and why current investor positioning has drawn comparisons with the dot-com era.

The question: if markets fall, how much “dry powder” is really available to come back in?

🎥 Watch the full 2026 Half Time Report on YouTube (link in bio).

08/19/2026

The question isn’t whether recessions happen. It’s when the next one comes — and how long it lasts.

Andrew’s concern is that 2008 and 2020 may have conditioned investors to believe every economic downturn can be quickly solved with massive intervention.

The next recession may not follow the same playbook.

🎥 Watch the full 2026 Half Time Report on YouTube.

08/19/2026

How do you invest in AI without simply chasing the latest trend?

Andrew’s answer is surprisingly simple: focus on quality companies that know how to use the right tools.

Technology changes. Strong businesses adapt.

For now, Andrew’s view is still:
Humans + tools.

🎥 Watch the full 2026 Half Time Report on YouTube.

08/18/2026

“Safer” doesn’t mean “safe.”

Bonds can play an important role in a diversified portfolio, but they still carry risk.

Andrew breaks down two of the risks investors should understand before assuming bonds are the “safe” part of a portfolio.

🎥 Watch the full 2026 Half Time Report on YouTube.