Slingshot Financial Blog

Unboxing the Index
Direct indexing is the talk of the town; it seems nearly impossible to read industry news or social media without hearing the phrase. For some, the merits of direct indexing may seem clear. However, many financial pros are wondering if this is the next big thing or the last big hype. My vote …
Cash Swell
Like watching the opening scene of a mega-wave surfing video: awe, anticipation, excitement, anxiety. This is big and it will have impact. Repo markets ·      What are they? o  Repo (repurchase agreement) markets are short term/overnight lending markets for very large institutions. The repurchase agreement buyer temporarily has an excess amount of cash. In exchange …
¡Buenos Dias!
Slingshot has been warming with the springtime sun and I am excited to share updates on recent activity going on behind the scenes over the past six weeks. Slingshot Financial has filed for state registration as an RIA, which has been a career goal of mine for over ten years. I am …
Dividend Aristocrats Through the “G” and “S” Lenses of ESG
Given the persistently low interest rate environment and high prices for most sectors of the bond market, many income seeking investors have been enticed to search for sources of cash flow beyond their traditional bond portfolios.  Recently, I’ve been researching equity income strategies as one potential component of a more diversified …
No need to call in the cavalry if you can effectively hit your marks with a Slingshot!
The financial services industry is crowded and competitive. There are many fantastic small firms with interesting niche specialties highly valued by their clients going unnoticed. Slingshot Financial brings the same business development strategies and methods used by the big firms and applies them in a customized way suited for smaller …
Hello World! Slingshot Financial Revealed
Hello and Happy New Year! Over the years I have engaged in long and sometimes lively discussions with colleagues about the changing dynamics within our industry, while also journaling and quietly business planning where I saw growing opportunity.  In 2020 the stars aligned to make the leap of which I …