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Grow Wealth
A Reality Check on AI
While computers have only been around since the 1950s, our fascination with artificial intelligence goes all the way back to early recorded human history. As a species, we can’t help but want to proje...
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Grow Wealth
Alternative Investments: What Are They and Do They Belong in Your Portfolio?
Many investors have seen or heard periodic ads for alternative investments or read about them in various business and investment sources. The natural ...
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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...
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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...
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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...
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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 ...
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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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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...
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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...
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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&...
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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...
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