Grow Wealth

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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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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Grow Wealth

Words from the Wise and Today's Stock Market

There are great quotations about many areas of human affairs, and the field of investing is no exception. Let’s take a look at a few of them and see h...
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Grow Wealth

Back to Basics: Asset Allocation

What is asset allocation? Simply put, it is the strategic mix of asset classes in a portfolio. The universe of assets in which to invest is broad and ...
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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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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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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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Grow Wealth

Fixed Income: Strategy and Execution

Clifford Swan Investment Counselors hosted a conference call on March 3, 2016 as a part of an "Our Best Thinking" educational series for clients and f...
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Grow Wealth

An Unchanged Stock Market and Low Interest Rates: What’s a Portfolio Manager to Do?

For the first six months of 2015, not much has happened in the investment world as reflected by stock market indices. Although recently setting new al...
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