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Market Commentary
Market Outlook
What a difference a year makes. Or does it? It depends on where you look. A year ago, we wrote about markets being at all-time highs, a strong domestic economy with extremely low unemployment, growing...
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Market Commentary
Market Outlook
What a difference a year makes. Or does it? It depends on where you look. A year ago, we wrote about markets being at all-time highs, a strong domesti...
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Manage Wealth
Balancing Risk and Reward
"The two great risks are risking too much but also risking too little. That’s for each person to decide.” —Jimmy Chin, professional climber “Just taki...
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Grow Wealth
2010–2019: The Decade in Review
Over the last decade, many events have occurred that have affected the economy, the stock market, and the level of interest rates. Let’s take a look a...
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Market Commentary
Quarterly Insights: October 2019
At Clifford Swan, we take pride in building customized portfolios to meet client objectives. Our portfolio construction process stems from a carefully...
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Market Commentary
Market Outlook
Uncertainty works well as a theme for any stock market outlook written at any time. It always exists, as the economy, geopolitics, and many other key ...
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Institutions
Manage Wealth
Planned Giving Tools for Meeting Your Philanthropic Goals
"Planned giving" is a broad term for charitable gifts made in conjunction with an individual’s financial or estate plan. These gifts are usually infre...
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Manage Wealth
Risk in Retirement
We all define "risk" to our financial well-being in very personalized ways. For some, this risk is not being healthy enough to enjoy the retirements w...
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Market Commentary
Quarterly Insights: July 2019
Stocks continue on a path of strong performance. The second quarter of 2019 experienced some bumps along the way, but as of our writing, the domestic ...
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Grow Wealth
Fundamental Equity Analysis: What Do the Numbers Say?
At its core, our equity investment approach at Clifford Swan is to own businesses. On behalf of our clients, we purchase companies that make goods, pr...
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Market Commentary
Market Outlook: Proceed with Caution
Following a tumultuous end to 2018, investors welcomed strong domestic equity market performance during the first quarter of 2019. U.S. equity markets...
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