Featured Post Market Commentary

Message From the CEO

I want to start by thanking Linda for her last 10 years at our helm, highlighted by our regained independence as a 100% employee owned firm and the ushering in of the firm’s next generation of investm...
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Market Commentary

Message From the CEO

I want to start by thanking Linda for her last 10 years at our helm, highlighted by our regained independence as a 100% employee owned firm and the us...
Read More
Market Commentary

Quarterly Insights: April 2020

Much has changed since we provided our last quarterly commentary in early January, as the economy’s brisk pace continued, and the stock market showed ...
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Market Commentary

Stay Calm and Carry On

The current financial market panic is unprecedented – just as all preceding panics were unprecedented. Yet, during times of panic, malfunctioning mark...
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Market Commentary

Rallying Into 2020

Early in the new year, after experiencing strong gains in their U.S. stock portfolios in 2019, investors saw geopolitical risk pulled into the spotlig...
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Manage Wealth

New Tax Law Could Benefit You

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019. It is one of the largest pieces of retirement legi...
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Manage Wealth

Keeping Clifford Swan Strong

We all face potential loss from natural disasters. Regionally, we endure storms, fires, earthquakes, and floods. In order to give ourselves comfort we...
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Market Commentary

Quarterly Insights: January 2020

2019 was a good year for investors, with extraordinarily strong domestic markets. As measured by the S&P 500 Index, stocks returned 31%. The Bloomberg...
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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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