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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

The Great Unwind

Flash back ten years ago to late 2007 and early 2008. George W. Bush was serving his second term as President. Crocs were in style. The new Apple iPho...
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Grow Wealth

Back to Basics: Asset Allocation

What is asset allocation? Simply put, it is the strategic mix of asset classes in a portfolio. The universe of assets in which to invest is broad and ...
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Grow Wealth

Is Fixed Income Still Relevant in a Low Interest Rate World?

The short answer to the question is “yes.” Despite global financial turbulence and central bank policies, fixed income will continue to provide steady...
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Grow Wealth

Is the PC Dead?

Headlines abound touting the death of the personal computer (PC). Just this past July, it was widely reported that personal computer shipments in the ...
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