Featured Post
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, exhibiting the plot elements of a Shakespeare play. W...
Read More
Sort By
Market Commentary
U.S. Monetary Policy: Massive and Dominant
U.S. monetary policy is more active than ever, with the Federal Reserve exerting considerable influence on the global financial and economic environme...
Read More
Market Commentary
Putting 2020 Behind Us and Looking Towards 2021
We can all agree that 2020 has been anything but an ordinary year. In March, the U.S. and much of the world went into lockdown due to the escalation o...
Read More
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...
Read More
Market Commentary
Market Outlook
As investors entering 2018, we are experiencing a nine-year-old bull market in domestic equities, with many of the major technology companies leading ...
Read More
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...
Read More
Market Commentary
Negative Interest Rates: The Imaginary Has Become Reality
In finance and economics, negative interest rates were thought to be imaginary and impossible. In the last few years, the impossible has become realit...
Read More
Grow Wealth
Uncertainty and Change: Working with a Single-Digit World
Uncertainty and change are something we live with every day, and, as investors, we always have the current crises and global issues as the backdrop fo...
Read More
Market Commentary
Market Outlook October 2013
Asset returns over the 12 months ending September 30, 2013, have been a contrast in results. U.S. equities returned roughly 20% (as measured by the S&...
Read More
Market Commentary
Breaking News for Municipal Bonds
When conducting our due diligence into the municipal bonds we purchase on behalf of our clients, the reliance on municipal insurance is minimal in Cli...
Read More