Featured Post 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 market drivers are inherently difficult to predict...
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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 ...
Read More
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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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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