Featured Post 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, however, the topic has made national headlines, with ...
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Manage Wealth

Are Tax Increases on the Horizon?

As we move into the sixth month of masks, sheltering-in-place and all the awful effects of the coronavirus pandemic, the U.S. government has pledged a...
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Manage Wealth

Many Paths, One Destination: Forging Your Way to Retirement

I want to save for my retirement; what type of plan should I use? A traditional IRA or a Roth IRA—or another vehicle? Saving for retirement is a big s...
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Market Commentary

Equity Market Outlook

As measured by the S&P 500 Index, the stock market has risen 10.6% since the U.S. Presidential election on November 8, 2016, including a 5.8% increase...
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Grow Wealth

A Slippery Slope

The price of oil continued to fall in January with subdued demand growth and persistently healthy supply. This resulted in oil recently trading below ...
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Manage Wealth

Long-Term Care Insurance: What You Need to Know

Considering whether you will need long-term care, and determining how that need will influence your financial picture, requires careful thought and pl...
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