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Manage Wealth
Update: Charitable Gift Annuities More Attractive As Payout Rates Rise Again
Now is a good time for those wanting to give to consider establishing a charitable gift annuity. At its core, a CGA is an arrangement whereby assets a...
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Market Commentary
Quarterly Insights: January 2023
As we welcome a new calendar year, we pause to reflect upon the one which has concluded and consider what 2023 might offer investors. 2022 was a tumul...
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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 ...
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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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