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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, provide services, or do a combination of the two. We...
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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...
Read More
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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Manage Wealth

Spring Cleaning for Your Estate Plan

At Clifford Swan, wealth management has always been about more than your portfolio. Please do not misunderstand. Researching companies and carefully s...
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Market Commentary

Quarterly Insights: April 2019

Only a few months ago, domestic stock markets were in a sharp decline. Last year ended with stocks in the red, as a turbulent fourth quarter dragged d...
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Market Commentary

Was the Fourth Quarter Really Just a Glitch?

It has been reported that 90% of asset classes suffered losses in 2018. There were few places to hide, even for well-diversified investors. As we will...
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Manage Wealth

How to Build Your Financial Skills and Take Your Seat at the Table

A financial toolkit for young adults who want to embrace the power of money and grow their impact. We are living in a time when young people have more...
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Grow Wealth

How to Invest When Company Lifespans Are Shrinking

In 1965, a company in the S&P 500 Index had an average life of 33 years. Incredibly, that number is now down to 18 years and falling. What’s driving t...
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Market Commentary

Quarterly Insights: January 2019

2018 ended turbulently, with equity markets declining over the last three months of the year. Since reaching a September high, the major U.S. stock in...
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Market Commentary

Market Commentary: December 26, 2018

In terms of stock market returns, it appears this year may come to be known as the year that the Grinch stole Christmas. After a bruising selloff that...
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Manage Wealth

Beyond Giving Tuesday: How to Make a Giving Plan and Why You Need One

“Every dollar makes a difference.” We’ve all heard it before, but most of us don’t even know where to begin giving that dollar. Stepping into one’s ph...
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