Grow Wealth

A Reality Check on AI

While computers have only been around since the 1950s, our fascination with artificial intelligence goes all the way back to early recorded human hist...
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Grow Wealth

Alternative Investments: What Are They and Do They Belong in Your Portfolio?

Many investors have seen or heard periodic ads for alternative investments or read about them in various business and investment sources. The natural ...
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Market Commentary Grow Wealth

The Head and the Heart

In life, few things put us at the mercy of our emotions the way investing can. The last three years in the markets have been especially unnerving, exh...
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Market Commentary Grow Wealth

Stop the Inflation Swindle

As a key tenet of our mission at Clifford Swan is to preserve and grow our clients’ wealth, inflation protection is always on our minds. Recently, how...
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Grow Wealth

Does Cryptocurrency Belong in Your Portfolio?

Cryptocurrencies have entered the mainstream. What began as a white paper written by the mysterious Satoshi Nakamoto in 2008, titled “Bitcoin: A Peer-...
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Grow Wealth

Long-Term Investors Cannot Ignore ESG

It’s no secret that ESG (Environment, Social, Governance) investing is more than a passing fad. ESG investors select companies with a focus on how the...
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Grow Wealth

2010–2019: The Decade in Review

Over the last decade, many events have occurred that have affected the economy, the stock market, and the level of interest rates. Let’s take a look a...
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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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Grow Wealth

How to Invest When Company Lifespans Are Shrinking

In 1965, a company in the S&P 500 Index had an average life of 33 years. Incredibly, that number is now down to 18 years and falling. What’s driving t...
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Grow Wealth

Lessons Learned by a Patient Investor

I began my investment counseling career in 1979. The Dow Jones Industrial Average (DJIA) ranged between a low of 797 and a high of 897 that year (the ...
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