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SKWealth Podcast

New SKWealth Podcast

July 19, 2017

SKWealth is pleased to share our first podcast by Director of Investments, Matthew Neyland, CFA, CAIA. New podcast topics will be shared each month and will be available through a number of listening service options, including: Stitcher  iTunes Google Play Read More

Steven Antunes

SKWealth Welcomes Steven C. Antunes, CFP®

June 9, 2017

SKWealth is pleased to announce the hiring of Steven C. Antunes, CFP®, as a Financial Planner in the firm. Steve has over 11 years of experience in corporate finance and accounting and personal financial planning. He was previously with Citizens Financial Group, Inc. and Corrigan Financial, Inc. “We are thrilled to have Steve join our…

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529A Accounts Bring Help for Special Needs People

February 27, 2017

-by Matt Neyland, CFA, CAIA, Director of Investments Between doctor visits co-pays, medical equipment, education, therapy and other necessary expenses, the cost of raising a special needs child can top the $2 million mark over the course of a lifetime. It’s hard for people with disabilities and their families to save without running afoul of…

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Businesses Outperform with Women

February 24, 2017

Although women have a distance to go before achieving true pay equality; their positive effect on the business world is detailed in this article. The article goes on to illustrate how women-led companies typically outperform their benchmarks; which is positive for investors. At SKWealth, our Sustainable and Impact portfolio is screened…

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Listen to our latest Podcast

In this episode Matt interviews Bob Schmidt, Brandes Institute, on the behavioral finance and its effects on individual’s investing behavior. We also review of the financial markets with an emphasis on topics and issues that will affect the future direction of the markets, and share a success story where SKWealth helped a family with a financial planning issue.

Listen to Podcast

Matthew M. Neyland, CFA, CAIA, Director of Investments

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