Broker Check


Thursday, February 16, 2023

Of the industries in our modern economy, none appear more cutthroat than traditional retail. In this article, Dean Schwefel explores profit margin and asset turnover in the retail sector.


Monday, June 13, 2022

Whether you are just starting a 401(k) plan or have offered one for years, Geneva Partners can help optimize your plan, offering increased flexibility and investment options while reducing costs and meeting fiduciary responsibilities.


Monday, June 13, 2022

The relative power of branding sounds great, but how does that translate into financials?


Thursday, May 19, 2022

The game of tennis is quite a spectacle to watch at the professional level. Tennis at the amateur level is a different story. Professional and amateur investors are both, in a sense, like amateur tennis players...


Thursday, March 17, 2022

Occasionally, I come across a transformational way of looking at investing. I am a big proponent of the “Quality” factor - looking primarily at companies with low levels of debt, positive and growing operational cash flows and earnings.