Honestly, What’s Unravelling the Stock Markets?

These days volatility is the twist that is holding the market knot together Let’s put this volatility into context. Since its inception in the 1900s, the stock market has bounced around regularly. The explosiveness that has penetrated the market has led to legendary swings in the… Read More >>

Thinking of you, be well

I love early morning walks along Alki. The sound of the rain gently reuniting with the water gives me the opportunity to observe this wild place on its terms. I visit this place as often as possible, throughout the seasons and in every kind of weather…. Read More >>

SWM can help prepare your financial plan for a pandemic

Don’t scrap your financial plan out of fear. Pandemic or not, you will continue to have financial goals that you will want to progressively strive toward. Likewise, don’t scrap your investment strategy by trying to time the market. We all know the phrase ‘a bird in… Read More >>

International Women’s Day at SWM

In honor of International Women’s Day, I would like to give a shout-out to my great aunt, Florence Burke. She was born out of a union between the Harneys and Burkes of Ireland and she created a plan to level-up her finances at an early age…. Read More >>


When life throws you a curveball, we at SWM are here to help you be prepared.  Unexpected life moments happen These moments can require immediate financial intervention, while taking an enormous emotional toll. Whether you are forced to relocate, tending to a death or illness, getting… Read More >>

SWM, We’re Not Your Father’s Financial Advisor!

Do you want to work with women that find your life and your financial decisions completely relatable? Then come visit us a SWM where we offer a supportive culture for women.  We’ve walked in your shoes we speak your language and we know a thing or… Read More >>

It’s Time to Hit the Budget Reset Button!

The start of the new year is one of our favorite times of the year. With the jam-packed holidays and end-of-year deadlines behind us, January signals a time to reset and refresh. This time gives us space to consider what we really want for the coming… Read More >>

Healthy Moves to Keep Your Cash Flow Pumping

At the start of the new year, we’re all about positive intentions — spending more time with family, getting that promotion, traveling to a place we’ve always wanted to visit.  Add to your list a crucial financial goal: becoming cash flow positive, AKA covering your costs… Read More >>

How to Give & Receive the Gift of Philanthropy

The holidays are an exciting whirlwind. We rush from holiday parties to family visits, all while trying to make sure we’ve found every last gift on our list. With all of this going on, it’s especially important to slow down and take a moment to reflect… Read More >>

Finance Lessons Learned by Preparing Thanksgiving Dinner

Hosting a Thanksgiving dinner is no small undertaking. It takes a great deal of planning, shopping, prepping, and cooking to make it all go off without a hitch.  Reflecting on what it takes to prepare Thanksgiving dinner can teach us some valuable financial lessons. Just like… Read More >>