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The Danger Beneath the Surface: How Bad Policy Led to Bank Failures
by Marc Odo of Swan Global Investments, 5/12/23

The Banking emergency arising with mid-sized, regional banks is a direct consequence of policy decisions. Examine the causes of bank failures in 2023 and the potential for larger contagion.

25 Years in Risk Management
by Marc Odo of Swan Global Investments, 3/16/22

Quick – where were you 25 years ago?

Why Target-Date Funds are Out of Date
by Marc Odo, 12/11/17

The following are some commonly asked questions and concerns I’ve heard from advisors about 401Ks, target-date funds and retirement.

The Mathematics of Diversification
by Marc Odo of Swan Global Investments, 1/11/16
Although it is certainly possible to go overboard with the mathematics when it comes to portfolio optimization, we will keep it simple and straightforward in this discussion.

Seeing the Forest for the Trees: The Role of Investment Yield in a Portfolio
by Marc Odo of Swan Global Investments, 10/29/15
Chasing Investment Yield or Total Return - How investors may be missing the big picture when chasing yield from fixed income in a low yield world.
5 results found.