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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

Playing Defense

With summer vacation season coming to a close, the stock market back within striking distance of its highs after a bout of volatility early in the yea...
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Grow Wealth

Corporate Tax Reform and the Pursuit of Value

One of the most widely accepted principles of investing is that the intrinsic, or fundamental, value of an investment equals the present value of all ...
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Market Commentary

Market Outlook

As the saying goes, "happiness is a function of reality exceeding expectations.” In other words, we are happiest when outcomes turn out better than we...
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