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Grow Wealth
A Stock-Picker’s Market
As of early-August, US stocks, as measured by the S&P 500, are up about 12% in 2024. A first-half rally wasn’t supposed to happen for a number of reas...
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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 hist...
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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
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, exh...
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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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Grow Wealth
Does Cryptocurrency Belong in Your Portfolio?
Cryptocurrencies have entered the mainstream. What began as a white paper written by the mysterious Satoshi Nakamoto in 2008, titled “Bitcoin: A Peer-...
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Grow Wealth
Long-Term Investors Cannot Ignore ESG
It’s no secret that ESG (Environment, Social, Governance) investing is more than a passing fad. ESG investors select companies with a focus on how the...
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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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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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Grow Wealth
How to Invest When Company Lifespans Are Shrinking
In 1965, a company in the S&P 500 Index had an average life of 33 years. Incredibly, that number is now down to 18 years and falling. What’s driving t...
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