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Market Commentary
Market Outlook
The stock market, as measured by the S&P 500 Index (a broad stock market proxy), has tripled in price since the depths of the financial crisis in March 2009. Since the pre-crisis market peak of Octobe...
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Market Commentary
Market Outlook
The stock market, as measured by the S&P 500 Index (a broad stock market proxy), has tripled in price since the depths of the financial crisis in Marc...
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Grow Wealth
Back to Basics: Asset Allocation
What is asset allocation? Simply put, it is the strategic mix of asset classes in a portfolio. The universe of assets in which to invest is broad and ...
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Manage Wealth
The Family Mission: What Does It Mean to Be Us?
"What about our family do you value most and hope never changes? "
This is one of several questions a family might ask itself as part of a process to...
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Manage Wealth
Real Estate Refresher: Helpful Tax Provisions in California and Beyond
Homeownership has long been touted as a key contributor to personal wealth. Indeed, over time there can be great benefit to investing in real estate a...
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Grow Wealth
Inflation: Is This the Inflection Point?
The U.S. economy may be at an inflation inflection point. Oil prices have doubled since February of 2016, and the election of Donald Trump as the Pres...
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Market Commentary
Equity Market Outlook
As measured by the S&P 500 Index, the stock market has risen 10.6% since the U.S. Presidential election on November 8, 2016, including a 5.8% increase...
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Market Commentary
Market Outlook
During the 1988 World Series, legendary Los Angeles Dodgers’ announcer, Vin Scully, spoke these now famous words: “In a year that has been so improbab...
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Grow Wealth
Radical Uncertainty
Human beings crave certainty, and our clients are no different in this need. As investment counselors, we understand that no one can know the future a...
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Institutions
California-Required Gift Annuity Reserves Change in Assumptions
The California Department of Insurance has changed the way gift annuity reserves are calculated. The required reserve for gift annuities received afte...
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Grow Wealth
Asset Allocation and Diversification: Investment Management Research and Due Diligence
Clifford Swan Investment Counselors hosted a conference call on November 10, 2016 as a part of an "Our Best Thinking" educational series for clients a...
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