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Manage Wealth
New Tax Law Could Benefit You
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019. It is one of the largest pieces of retirement legi...
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Manage Wealth
Keeping Clifford Swan Strong
We all face potential loss from natural disasters. Regionally, we endure storms, fires, earthquakes, and floods. In order to give ourselves comfort we...
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Market Commentary
Quarterly Insights: January 2020
2019 was a good year for investors, with extraordinarily strong domestic markets. As measured by the S&P 500 Index, stocks returned 31%. The Bloomberg...
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Market Commentary
Market Outlook
What a difference a year makes. Or does it? It depends on where you look. A year ago, we wrote about markets being at all-time highs, a strong domesti...
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Manage Wealth
Balancing Risk and Reward
"The two great risks are risking too much but also risking too little. That’s for each person to decide.” —Jimmy Chin, professional climber “Just taki...
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Grow Wealth
2010–2019: The Decade in Review
Over the last decade, many events have occurred that have affected the economy, the stock market, and the level of interest rates. Let’s take a look a...
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Market Commentary
Quarterly Insights: October 2019
At Clifford Swan, we take pride in building customized portfolios to meet client objectives. Our portfolio construction process stems from a carefully...
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Market Commentary
Market Outlook
Uncertainty works well as a theme for any stock market outlook written at any time. It always exists, as the economy, geopolitics, and many other key ...
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Institutions
Manage Wealth
Planned Giving Tools for Meeting Your Philanthropic Goals
"Planned giving" is a broad term for charitable gifts made in conjunction with an individual’s financial or estate plan. These gifts are usually infre...
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Manage Wealth
Risk in Retirement
We all define "risk" to our financial well-being in very personalized ways. For some, this risk is not being healthy enough to enjoy the retirements w...
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