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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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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

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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Market Commentary

Quarterly Insights: October 2018

The U.S. stock market continues to soar. As we write, the S&P 500 Index is near all-time highs. For the past six months, returns have been positive. F...
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Market Commentary

Quarterly Insights: July 2018

Several of the themes discussed in our previous quarterly review remain relevant. While 2017 produced a very strong, and calm, domestic stock market, ...
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News

Remembering Philip V. Swan

It is with great sadness that we share the loss of our visionary co-founder and friend Philip V. Swan, who passed away peacefully on December 7, 2017 ...
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Manage Wealth

Cybersecurity Breaches

As you've probably already heard in the news, 143 million American consumers' personal information (including names, Social Security numbers, birth da...
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Grow Wealth

Asset Allocation and Diversification: Investment Management Research and Due Diligence

Clifford Swan Investment Counselors hosted a conference call on November 10, 2016 as a part of an "Our Best Thinking" educational series for clients a...
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Grow Wealth

Fixed Income: Strategy and Execution

Clifford Swan Investment Counselors hosted a conference call on March 3, 2016 as a part of an "Our Best Thinking" educational series for clients and f...
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Manage Wealth

2016 Tax Guidelines on Gifts

Tax-Free Gifts Every individual is entitled to gift up to $14,000 (unchanged since 2013) per year to any other individual(s) free of federal gift tax...
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