Grow Wealth

Inflation: Is This the Inflection Point?

The U.S. economy may be at an inflation inflection point. Oil prices have doubled since February of 2016, and the election of Donald Trump as the Pres...
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Market Commentary

Equity Market Outlook

As measured by the S&P 500 Index, the stock market has risen 10.6% since the U.S. Presidential election on November 8, 2016, including a 5.8% increase...
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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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Grow Wealth

Radical Uncertainty

Human beings crave certainty, and our clients are no different in this need. As investment counselors, we understand that no one can know the future a...
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Institutions

California-Required Gift Annuity Reserves Change in Assumptions

The California Department of Insurance has changed the way gift annuity reserves are calculated. The required reserve for gift annuities received afte...
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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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Market Commentary

Negative Interest Rates: The Imaginary Has Become Reality

In finance and economics, negative interest rates were thought to be imaginary and impossible. In the last few years, the impossible has become realit...
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Manage Wealth

Making Withdrawals from IRA Accounts

The purpose of this article is to describe IRA withdrawals for a typical retiree. It is not meant to be a comprehensive review of the subject, or to o...
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Manage Wealth

Family Wealth: Mentoring the next Generation

Famous people often credit mentors with helping them succeed. The terms coach and mentor are often used interchangeably, but the two have different re...
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Market Commentary

Market Outlook: A Roundtrip Journey

The last market outlook I wrote for this publication was in July 2015. At that time, the S&P 500 Index, which serves as a broad stock market proxy, wa...
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