Sort By
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...
Read More
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 ...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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
Manage Wealth
3 Pillars for a Happy Retirement
What do a fitness tracking device, a budget, and an appointment calendar have in common? They are all tools to motivate you and monitor your progress ...
Read More