Grow Wealth

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, pr...
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Market Commentary

Was the Fourth Quarter Really Just a Glitch?

It has been reported that 90% of asset classes suffered losses in 2018. There were few places to hide, even for well-diversified investors. As we will...
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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 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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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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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

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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Grow Wealth

Believe So That You May Understand

Stock market investors have experienced quite a volatile ride over the last two decades. As measured by the S&P 500 Index, the stock market tripled fr...
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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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Market Commentary

Market Outlook

The stock market, as measured by the S&P 500 Index (a broad stock market proxy), has tripled in price since the depths of the financial crisis in Marc...
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