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Swanson Group
at Graystone Consulting
4201 Westown Parkway
Suite 320
West Des Moines, IA 50266
tel: 515-327-4824
toll free: 866-527-3897
fax: 515-327-4801
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Welcome

Louis Pasteur said, "Chance favors the prepared mind." The knowledge of the Swanson Group strives to help our clients achieve their goals and the chance to realize the vision they have for their organization.
Services
  • Socially Responsible Investing
  • Professional Portfolio Management
  • Institutional Services
  • Investment Policy Statements
Bulletin Board
  • See Special Reports for the February Graystone Investors’ Monthly featuring “Crosscurrents Ahead." With the global cyclical economic outlook improving, equity markets will have to begin pricing-in Federal Reserve and other central bank tightening. That could lead to choppy markets, say Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard. The economic and investment implications of this development are explored within this issue. Also inside, "Climbing Higher with Good Reason” which explores the potential future of the emerging market’s role in global equity market returns in a discussion with Emerging Markets Strategist, Barbara Reinhard, CFA.
  • We are pleased to announce that local Financial Advisor, Keith Swanson was recognized in Barron’s as one of the Top 1,000 Advisors. The article appeared in the February 9, 2009 issue and is based on the methodology and criteria of independent research organization Barron’s Winner’s Circle. For details and criteria, see In The Press.
  • See Special Reports for the February On the Markets. February's lineup includes: "Crosscurrents Ahead" With the global economic outlook improving, equity markets will have to begin pricing-in Federal Reserve and other central bank tightening. That could lead to choppy markets. "The Panic Is Over (Unfortunately)" Sentiment is a contrary indicator, and thus panic is bullish for the markets; euphoria is bearish. While the levels of panic seen a year ago have diminished, sentiment surveys show that investors are not particularly bullish. Also included: "10 Signposts for 2010" We revisit the 10 indicators that we selected to mark the road to global economic expansion.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

Graystone Consulting: Investors' Monthly (pdf)

The Case for Global Equity Diversification 2009 (pdf)

Current Outlook (pdf)
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