Featured Post 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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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 ...
Read More
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...
Read More

Stay Connected