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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

Market Arm Wrestling

At market highs and deep into multi-year economic recoveries, a wrestling match often ensues as the market begins to contemplate its next chapter. Add...
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Manage Wealth

What's All the Fuss about a Fiduciary Standard?

Much has been written in the last couple of years regarding the “fiduciary rule” rekindled by the 2015 announcement by the Department of Labor (DOL) o...
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Market Commentary

Market Outlook

During the 1988 World Series, legendary Los Angeles Dodgers’ announcer, Vin Scully, spoke these now famous words: “In a year that has been so improbab...
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Manage Wealth

President’s Perspective: Are Investors any Safer?

The Dodd-Frank Wall Street Reform and Consumer Protection Act was signed July 21, 2010. It brought the most significant changes to U.S. financial regu...
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