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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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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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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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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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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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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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How to Invest in a Temperamental Market
"In the short run, the market is a voting machine but in the long run it is a weighing machine." —Benjamin Graham
After an eventful first quarter of ...
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A Very Short Course in Behavioral Finance
Behavioral finance is the study of traditional finance theories coupled with the study of psychology. Three Nobel Prizes in economics have been awarde...
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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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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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