Featured Post Market Commentary

Faith Seeking Understanding

When in bear markets, like we are now, clients often ask us how we can keep our heads when it appears the world is coming apart. What knowledge do we possess that imbues us with the confidence to act?...
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Market Commentary

Faith Seeking Understanding

When in bear markets, like we are now, clients often ask us how we can keep our heads when it appears the world is coming apart. What knowledge do we ...
Read More
Market Commentary

Quarterly Insights: October 2022

After dropping borrowing rates to zero during the pandemic, the Federal Reserve has dramatically changed course in a bid to fight inflation. As we’ve ...
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Market Commentary

How to Invest in a Changing Fixed Income Environment

In last quarter’s newsletter, equity analyst Dan Mintz considered equity investment in an inflationary environment. Today, we will discuss how the fix...
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Manage Wealth

Gift Annuity Payout Rates Are Increasing

There are many ways to support charitable causes financially. There are outright cash donations, bequests in an estate, different types of charitable ...
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Market Commentary

Quarterly Insights: July 2022

There were very few places to hide during the year’s first half as both equity and fixed income markets suffered heavy losses. With companies and cons...
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Market Commentary

Markets and Current Events - May 2022

The financial markets have exhibited higher than usual price volatility thus far in 2022. Daily swings in the stock market of over 1% have been freque...
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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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Manage Wealth

Social Security as an Inflation Hedge

Inflation is top of mind in the investment community. As my colleague Dan Mintz discusses in his corresponding article, inflation is historically high...
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Market Commentary

Quarterly Insights: April 2022

The winds of change blew strong this past quarter, with new trends emerging and others shifting. Specifically, global risks have increased, a move tow...
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Market Commentary

Markets and Current Events

The economic and financial market backdrops are changing, and the news headlines have been quite disconcerting. After averaging gains of 20% for the p...
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